My bank changed its software. I went through the transfer process. Now I have double accounts.
ghcusic
Quicken Windows 2017 Member
How can I merge the pairs?
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Answers
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It sounds like you might have missed the prompt during the account set up process to either Add new accounts or to Link them to existing accounts.There are a couple of ways to get this corrected. Following is perhaps the simplest way.:
- Backup your data file before proceeding in case something goes wrong.
- In the new Account Register, delete the Opening Balance transaction.
- In the old Account Register, left click on the 1st transaction in in the register, scroll down to the last transaction and then Shift+left click on it. All transactions in the register should now be shaded.
- Then right click anywhere on the shaded transactions, left click on Move Transaction(s), select the name of the new account in Quicken, click on OK.
- Quicken will now move all the transactions from the old account to the new account. It will also update an transfer transactions being moved accordingly.
- This process might result in an overlap of some transactions so there are duplicates in the new Account Register. Any duplicates will need to be manually deleted.
- Reminders: Update any Reminders you have for your old account to change them to the new account.
- Repeat #2-#7 for each account you have with your bank.
- Once done and you are convinced that the move(s) completed properly and the new account(s) has the right balance, you can delete the old account(s).
Quicken Classic Premier (US) Subscription: R60.15 on Windows 11 Home
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