I changed credentials for an account and now have duplicate accounts.

b62870

I had to change my username and password for a bank account and now I have created new account in Quicken. How can I merge the two accounts without duplicating transactions?

imdcareys

Assuming registers in Quicken for Mac work similar to Quicken for Windows, I would suggest:

1. Make a backup of Quicken data file

2. Disconnect the new Quicken Account from the bank.

3. Connect the pre-existing account to the bank, download, and accept any transactions not already in the register.

4. Review the new account for transactions that don't appear in the pre-existing account after 3 above.

5. Move those transactions to the pre-existing account if you find any. You can select all of them, use Ctrl+Left Click to multi-select various transactions, or select one transaction. In the far-left column of the register, right-click and select "Move Transaction(s)", then select the pre-existing account in the 'Move to Account' drop-down, then click OK.

6. Reconcile the pre-existing account to the bank and fix any differences in it.

7. Delete the new account, or Hide it until you are comfortable that once again you have everything in the pre-existing account.

8. If you mess up, you can restore the backup you made in Step 1.

Perhaps someone will recommend a simpler method, but this has worked for me in similar situations.

- Carey