Merge transactions

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drewras
drewras Member ✭
edited April 2022 in Download, Add/Update Accounts (Mac)
I have multiple mobile deposits that I want to combine into a split to save register lines. Can this be done in Quicken Deluxe version 6.1.1 for Mac OS 11

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  • RickO
    RickO SuperUser, Mac Beta Beta
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    Well yes, but you have to do it manually by creating the new split transaction and then deleting all the individual deposits. Check the balance before and afterwards to make sure it's the same. And don't forget to match the reconcile status of the new transaction to that of the individuals. (You can force a green-checkmark reconciled status by option clicking the checkbox in the Clr column.)
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • drewras
    drewras Member ✭
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    Thanks. I was afraid that would be the solution
  • UKR
    UKR SuperUser ✭✭✭✭✭
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    On your bank statement, does each mobile deposit appear as a separate transaction?
    If so, to make it easy to reconcile your register, I would recommend to keep each deposit a separate Quicken register transaction.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    I agree with the advice from UKR. It's best to make your transactions in Quicken parallel your transactions in the real world to the greatest extent possible, or you'll be creating other problems for yourself down the road. 
    Quicken Mac Subscription • Quicken user since 1993
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