Merge two versions of same account

fishyOne

Happy New Year, folks!

Using Mac 13.0.1. and Quicken Version 6.10.3 (Build 610.46328.100)

Somehow, I have two versions of what should be one account/file, each stored in a different place:

1. Quicken Active Files
2. Documents

I'm not sure when or why this happened. But I need to merge them (and not do this again!)

Any clues?

I do NOT want to store on the cloud.

Thanks!
Gina

fishyOne

Thanks so much. I called support prior to receiving your answer, and the guy refused to believe/understand that it wasn't a simple matter of deleting the older file -- that I had worked in both files.

Some of us Quicken users are not accountants. We are experts in other fields and must use Quicken. :-)

I followed your clear response until this point: "You can merge the transactions of the duplicate accounts by dragging and dropping transactions... You will want to try to select only transactions from the duplicate account that are not already in the original."

How do I know which are the unique transactions (unique to one file)? There is no way to globally delete duplicate transactions?

thanks so much
Gina

fishyOne

Thank you! And yes, I was using the term "account" when I meant "file."