Changing account name and merging with another?
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Geckomama
Member ✭
when i downloaded last year's transactions from my bank, there was an additional account added. None of the entries were duplicated and there were only 6 or so entries from each month. Is there a way I can merge this incorrectly named account with the original and largest account? Can I rename it?
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Best Answers
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You can select all the transactions in the "bogus" account and simply drag them to the correct account in the left sidebar. Then, when there are not transactions in the bogus account, you can delete it by Control-Clicking on it in the left sidebar and selecting Delete from the drop-down menu.Quicken Mac Subscription • Quicken user since 19935
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And you can rename the remaining account by right-clicking on it's name in the sidebar.Quicken Mac Subscription; Quicken Mac user since the early 90s5
Answers
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You can select all the transactions in the "bogus" account and simply drag them to the correct account in the left sidebar. Then, when there are not transactions in the bogus account, you can delete it by Control-Clicking on it in the left sidebar and selecting Delete from the drop-down menu.Quicken Mac Subscription • Quicken user since 19935
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And you can rename the remaining account by right-clicking on it's name in the sidebar.Quicken Mac Subscription; Quicken Mac user since the early 90s5
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