'merge' two Quicken files

goinesjl
goinesjl Quicken Windows Subscription Member ✭✭
edited March 2022 in File Conversion and Backup (Windows)
Working my way thru the old discussion at https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files. When making the "Category List Identical", how do you create the "Transfer" categories? I have completed the work for expense/income categories.

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  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited February 2022
    The transfer categories are the accounts.  You simply need to be certain the accounts in each file have distinct names so that they do not collide on the merge.
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