Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
My bank changed its software. I went through the transfer process. Now I have double accounts.
ghcusic
How can I merge the pairs?
Find more posts tagged with
Accepted answers
All comments
Boatnmaniac
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).
Let me know if this helped you or if you have any questions.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of