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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Merge 2 credit card accounts
David_in_Atlanta
I browsed here, couldn't find a GOOD answer. My bank of america credit card was compromised 3 times this year. in past jut edited the card in quicken desktop, changed account number, download and move on. BUT now can't EDIT it to change to NEW credit card number, so i added a new credit card account.
Now i have my old one with 10 years of history and the NEW one with sept 2022. I looked up MERGE and all i saw is to move ONE TRANACTION at a time, no good
I followed prompts to deactivate account, reactivate, but I'm left with 2 accounts. Wouldn't be terrible but if at least I could edit teh old account number, enter new one, then I'd be good and delete the new account. Any help appreciated
David
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Quicken Anja
Hello
@David_in_Atlanta
,
Thank you for reaching out to the Community with your question.
Before you attempt the instructions below, we recommend saving a backup first.
If you wish to move multiple transactions over at once from the old to the new account, you will first highlight all the transactions in the old account's register by clicking on the last transaction at the bottom, then scroll to the very top of the register, hold
Shift
on your keyboard, and while holding Shift, click on the very first transaction. Everything in between should automatically become highlighted. Once all the transactions become highlighted, you can let go of the Shift key on your keyboard, then use your mouse to right-click. After right-clicking a menu will open, in that menu, please click the option that says
Move transaction(s)
. A drop-down list of all your accounts will open. In that drop-list, select the name of the new manual account you previously set up and click
OK
.
Once the transactions have been moved, you can then delete the old account which should now be empty.
I hope this helps!
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