How can I merge two banki accounts?
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joincal
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As a new user I connected my bank account to my bank. I then went back into the account and manually added all data from the previous year. When the bank connected, it somehow created a duplicate account. There appears to be just one month overlap between the two accounts. How do I merge them without losing any data. (I can always delete any duplicates, if I must.)
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Best Answer
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In the non-connected account, select (only) the transactions that are missing from the connected account. You can use the standard Mac shift-click and command-click to do this. Then drag and drop the selected transactions from the non-connected account to the connected account's name in the sidebar. Note that this is available for Banking accounts, but not for Investing accounts.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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In the non-connected account, select (only) the transactions that are missing from the connected account. You can use the standard Mac shift-click and command-click to do this. Then drag and drop the selected transactions from the non-connected account to the connected account's name in the sidebar. Note that this is available for Banking accounts, but not for Investing accounts.Quicken Mac Subscription; Quicken Mac user since the early 90s5
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