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Merge 2 Quicken Accounts for Same Checking Account [edited]

Chrisallen

How to I merge two files that are for the same checking account

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Boatnmaniac

Please clarify what you want to do. Are you trying to merge checking accounts data from two separate Quicken data files? Or are you trying to merge data from two separate checking accounts (for the same checking account) that are in the same Quicken data file?

Greg_the_Geek

https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files

https://community.quicken.com/discussion/7160099/faq-how-do-i-move-transactions-between-quicken-accounts

Chrisallen

Boy - this is really going to sound dumb but I'm not sure what you mean by "two separate Quicken data files." I have two files (I'm assuming they are 2 separate Quicken files) showing in my Quicken that are for the same account. But they have different dates. One starts back in 2018 and the other one has later dates. And I was missing two months in-between. After hours I finally got everything to download from my bank for the missing time period but I would still like to know how to merge the files if I have a problem in the future. Thanks so much.

volvogirl

Sounds like you have 2 accounts in the same data file. Are both the accounts listed in the account list on the side? Or do you have to close your Quicken Data File and open another File by going up to File-open?

You can move the transactions between accounts in the same File.

Dennis Varcoe

In Windows version of Quicken HOW do you move multiple transactions between accounts in the same data file?

UKR

The answer to your question was given to you earlier

Greg_the_Geek said:

https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files
https://community.quicken.com/discussion/7160099/faq-how-do-i-move-transactions-between-quicken-accounts

Read the 2nd link above.

sjswf123

I just do not understand why the answers are so complex. For pros, yes; novices you sell the program to needs very uncomplex instructions. I feel the same. I consider every file in my Quicken program a quicken file.