How to merge accounts?

grass04
grass04 Quicken Mac Subscription Member
edited April 2022 in Download, Add/Update Accounts (Mac)
I have named the same account two different names. I would like to combine.

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    1) take a backup (just in case)
    2) select ALL of the transactions in one account
    3) drag those selected transactions to the other account.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta
    Is the account a banking account (checking, credit card, cash) or an investment account? The drag-and-drop works for banking accounts but not for investment accounts. 
    Quicken Mac Subscription • Quicken user since 1993
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