'merge' two Quicken files

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goinesjl
goinesjl Member ✭✭
edited March 2022 in File Conversion and Backup (Windows)
Working my way thru the old discussion at https://community.quicken.com/discussion/7150406/how-to-merge-two-quicken-files. When making the "Category List Identical", how do you create the "Transfer" categories? I have completed the work for expense/income categories.

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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited February 2022
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    The transfer categories are the accounts.  You simply need to be certain the accounts in each file have distinct names so that they do not collide on the merge.
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