Merge accounts

Quicken does not allow for merging of 2 accounts, but does allow you to move transactions from one account to another. In the old account, highlight the first line, shift key, highlight last line, move all transactions to new account. Easily done. I needed to do this to merge 2 checking accounts & thought it might be helpful to others. Once I moved all transactions from old to new, I deleted the old account.

Comments

  • Hello @Csheff

    Thank you for reaching out to Quicken Community. Your feedback is much appreciated! We are glad you were able to resolve your issue. If you have questions or come across any errors please let us know. 

    -Quicken Paloma
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