merge 2 accounts

old bill
old bill Quicken Mac Subscription Member ✭✭
in Download, Add/Update Accounts (Mac)
2 accounts, "my bank" and "checking" are the same account but over different time periods. how can I merge to have just one account without data loss?

Best Answer

  • old bill
    old bill Quicken Mac Subscription Member ✭✭
    Answer ✓
    RickO, again, you "saved my bacon" - it worked fine!!
    :D Thank you from an old man

Answers

  • old bill
    old bill Quicken Mac Subscription Member ✭✭
    Answer ✓
    RickO, again, you "saved my bacon" - it worked fine!!
    :D Thank you from an old man
  • RobCle
    RobCle Quicken Windows 2017 Member
    i have a PC so I tried cotrol- a but can't see how it highlights all transaction. What am I missing here? Thanks
  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    @RobCle  To clarify, are you using Quicken Windows? If so, you should post this question in a Quicken Windows category so the Windows users here will be able to offer direction. 
    Quicken Mac Subscription • Quicken user since 1993
  • Dcook
    Dcook Quicken Mac Other Member
    It won't let me drag and drop. There's a circle with a line through it. I tried both accounts, trying to drag to the other, and still got the same issue.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    edited May 2021
    Hello @Dcook

    Thank you for taking the time to visit the Community to ask your question. Is this an investment account by chance? If so, the option to move transactions between accounts is unavailable for investment accounts.

    This is an older post, I would recommend creating a new post and providing additional details so the Community can help find a solution.

    -Quicken Tyka


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