merge 2 accounts

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 Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    1. Click the copy of the account you wish to remove in the sidebar
    2. Click on any transaction in that account
    3. Select all transactions (menu Edit > Select All, or Command-A)
    4. Drag and drop all these transactions to the other account in the sidebar
    5. The first account will now be empty and you can delete it. The 2nd account will now have all the transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • old bill
    old bill Member
    Accepted Answer
    RickO, again, you "saved my bacon" - it worked fine!!
    :D Thank you from an old man

Answers

  • RickO
    RickO SuperUser, Mac Beta Beta
    Accepted Answer
    1. Click the copy of the account you wish to remove in the sidebar
    2. Click on any transaction in that account
    3. Select all transactions (menu Edit > Select All, or Command-A)
    4. Drag and drop all these transactions to the other account in the sidebar
    5. The first account will now be empty and you can delete it. The 2nd account will now have all the transactions.

    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • old bill
    old bill Member
    Accepted Answer
    RickO, again, you "saved my bacon" - it worked fine!!
    :D Thank you from an old man
  • RobCle
    RobCle 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 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 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 Moderator mod
    edited May 3
    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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