New install, now have duplicate accounts

medicmandan
medicmandan Member
Using MAC subscription. After install I imported my previous data file. I also connected to my bank account and now most of the accounts are duplicated in the list. How do I consolidate?

Answers

  • RickO
    RickO SuperUser ✭✭✭✭
    If they are truly duplicates (all transactions the same), just delete one of each. If there are transaction differences between pairs, is one of the pair up to date? If so, delete the out of date copy. If both accounts of a pair only some current transactions, you can move the missing transactions from one to the other by dragging and dropping transactions from the least current account to the most current in the sidebar. Then delete the least current of the pair.

    To delete an account, right-click on it in the sidebar.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
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