How can I combine Account History of 2 accounts - due to merger of credit union.
So then I set up new accounts in Quicken and most of these will automatically update. The problem is that I want to carry over all of my old history that I have in Quicken to the new Quicken accounts. How do I do that? Can I do that?
I have transfers between accounts (in my history) so I am also concerned about it royally messing up my accounts as I have had that experience in the past.
I regularly back up my quicken file so I "should" be able to restore if there is a problem, but that too, I have had issues with in the past.
HELP PLEASE!
Best Answer
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Hi @BaileysMom,
When you tried to "set up my accounts in Quicken to link to the new credit union", what steps did you take? It sounds like you created new accounts - is that correct?
In theory, if you had deactivated online services for all the old affected accounts in Quicken, then made changes to the account information (in the "General" tab of "Account Details") such as "account number", "routing number"/ financial institution, & "customer ID" for each account, and then reactivated each one for online services with the "new credit union, you should have been able to keep the account history and moved forward with downloading from the new credit union. This is the answer to your question - "How do I do that?"
But its not too late - you can restore the old quicken file from a recent backup (after saving your current quicken QDF file under a new name) and then start fresh by going through the steps I've outlined above.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5
Answers
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I must admit that I'm not following precisely what you're saying in your first two paragraphs.If the merger created what amounts to a "new" account at a "new" financial institution (FI) then it seems like one approach here is to establish a new Account in Quicken, linked to the new account and new FI. If the initial download pulls lots of transactions from the "old" account - I guess this could and sometimes does happen - then you delete those transactions in the new Quicken Account and thereafter all downloads should pertain to what really are new, "going forward" transactions.You haven't lost any history, and the old transactions really did happen in an Account that's different than your new Account. If you want to, in effect, combine the two accounts for some reason you run an appropriate report that pulls from the two Accounts.Maybe I'm missing something here?0
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Hi @BaileysMom,
When you tried to "set up my accounts in Quicken to link to the new credit union", what steps did you take? It sounds like you created new accounts - is that correct?
In theory, if you had deactivated online services for all the old affected accounts in Quicken, then made changes to the account information (in the "General" tab of "Account Details") such as "account number", "routing number"/ financial institution, & "customer ID" for each account, and then reactivated each one for online services with the "new credit union, you should have been able to keep the account history and moved forward with downloading from the new credit union. This is the answer to your question - "How do I do that?"
But its not too late - you can restore the old quicken file from a recent backup (after saving your current quicken QDF file under a new name) and then start fresh by going through the steps I've outlined above.
FrankxQuicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -5 -
See this FAQ: FAQ - Moving Transactions
-splasher using Q continuously since 1996
- Subscription Quicken - Win11 and QW2013 - Win11
-Questions? Check out the Quicken Windows FAQ list0 -
Frankx I will try this next weekend. Had hoped to try this weekend but was not able to.0
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Just wanted you to know, I followed Franx response and it worked! Thanks so much!0
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Quicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -0
