How to merge accounts?
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grass04
Quicken Mac Subscription Member
I have named the same account two different names. I would like to combine.
0
Answers
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1) take a backup (just in case)2) select ALL of the transactions in one account3) 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 VP0 -
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 19930
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