merge 2 accounts
old bill
Member ✭✭
2 accounts, "my bank" and "checking" are the same account but over different time periods. how can I merge to have just one account without data loss?
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Best Answers
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- Click the copy of the account you wish to remove in the sidebar
- Click on any transaction in that account
- Select all transactions (menu Edit > Select All, or Command-A)
- Drag and drop all these transactions to the other account in the sidebar
- The first account will now be empty and you can delete it. The 2nd account will now have all the transactions.
Quicken Mac Subscription; Quicken Mac user since the early 90s-2 -
RickO, again, you "saved my bacon" - it worked fine!!
:D Thank you from an old man1
Answers
-
- Click the copy of the account you wish to remove in the sidebar
- Click on any transaction in that account
- Select all transactions (menu Edit > Select All, or Command-A)
- Drag and drop all these transactions to the other account in the sidebar
- The first account will now be empty and you can delete it. The 2nd account will now have all the transactions.
Quicken Mac Subscription; Quicken Mac user since the early 90s-2 -
RickO, again, you "saved my bacon" - it worked fine!!
:D Thank you from an old man1 -
i have a PC so I tried cotrol- a but can't see how it highlights all transaction. What am I missing here? Thanks0
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It won't let me drag and drop. There's a circle with a line through it. I tried both accounts, trying to drag to the other, and still got the same issue.0
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Hello @Dcook
Thank you for taking the time to visit the Community to ask your question. Is this an investment account by chance? If so, the option to move transactions between accounts is unavailable for investment accounts.
This is an older post, I would recommend creating a new post and providing additional details so the Community can help find a solution.
-Quicken Tyka
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This discussion has been closed.