merging two accounts together

Tom L

I have a need to merge two checking accounts together why.

Everytime quicken changes something they create a real headache for user. I have an account with Bank of America. A year or so ago they made changes to the way checking data is downloaded to quicken. at first it appeared like my data was not getting downloaded to the quicken APP.For some reason instead of downloading to the existing data file it was creating a new account file. Why did this happen.? Now I have two files I wish to merge together. Is the only way to merge them together with Cut/Paste?

Any one know what quicken uses as a key when creating transactions to update their APP? In my last paragraph what made the decision to create a new account file instead of using the existing one it has been in use for years. Is it a decision I unknowingly made?

I hope I have explained this so someone is aware of my issue.

Anyone have a good Quicken User Manual that can answer questions on how Quicken functions?

Tom

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Quicken Anja

Hello @Tom L,

I want to make sure I understand your setup correctly before suggesting the best way to proceed.

I noticed this was posted in the Quicken on the Web category. Quicken on the Web is the companion app available at app.quicken.com. Are you referring to Quicken on the Web, or are you referring to the Quicken Classic Windows desktop program?

Also, when you mention that Quicken created a “new account file,” do you mean that Quicken created a new account/register within the same Quicken data file (so you now see two checking accounts listed in Quicken), or do you mean it created a completely separate Quicken data file (a separate .QDF file that you open independently)?

The steps to combine the information would be different depending on which situation you are experiencing.

Thank you!