merging accounts

[Tom Roberts]

We have 2 accounts (A and B) in the same that I would like to merge. Both have transfers from only one other (3rd) account. Account A starts in 2020 and ends on 30 Dec 2022, while account B starts on 15 Dec 2022 and ends in 2025. 

Exporting the accounts should be straight forward, but stitching them into one qif (?) I think either requires a trial / error approach or advice from someone.  

Thanks for any inputs. 

[Bob Smiley]

If you click on Banking, do you see "Merge Duplicate Accounts" under "Other Tasks"? Does that do what you want?

[Tom Roberts]

Yes, i found that Bob. But it said you have no duplicate accounts to merge. I think that was because neither of them was associated with an online account.  

As Money suggested a manual merge, I combined the two files by aligning the end date of exported file to the start date of the current file. I assigned a bank to the account during import.  Worked well, tho had to hit ALT-P a few million times to accept all the imported transactions !

Thanks for your suggestion.

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