My bank changed its name. I can create a new account for the new bank but how do I migrate all of my old transactions to the new account? Or do I have to close that account and simply transfer the balance to the new account?
The easiest method is:
Take a backup, just in case Disconnect that bank from all downloads Edit the bank name and, if needed, the account numbers Re-connect the accounts to the new bank name.
After all, to you it's all the same account … so why bother to create a new account?
