Merging accounts


J

John Barnes

After a recent bank merger, online updates are available for my accounts.
When I set it up, it does an online update and sets up new accounts with the
same account numbers as the two current accounts. I wanted to merge the
accounts, but it says it will delete all the history of my original account.
Since I do searches etc to find information from these older transactions, I
cannot use the update. Any way to merge (effectively) and keep both the old
transactions and online update feature.
 
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C

Cal Learner

After a recent bank merger, online updates are available for my accounts.
When I set it up, it does an online update and sets up new accounts with the
same account numbers as the two current accounts. I wanted to merge the
accounts, but it says it will delete all the history of my original account.
Since I do searches etc to find information from these older transactions, I
cannot use the update. Any way to merge (effectively) and keep both the old
transactions and online update feature.

I think you are saying you have two accounts at the bank, but in
Money it now shows as 4. Make a copy of your file, just in case.
Then do the MergeDuplicateAccounts. The loss of older transactions I
think may be from the newer version, rather than the historic actual
account. It usually works out fine.
 
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J

John Barnes

Actually I have 2 accounts at the bank which previously didn't have update
and 1 at the other bank that always had update. The later account updates
fine, still. The accounts from the 2 account bank both show up as new
accounts, not matching up in spite of identical account numbers and bank
ids. I will try your idea later. Thanks.
 

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