How to merge two accounts?

I've manually downloaded transactions from a financial institution to fill in the dates prior to 90 days past, which seems to be the extent range of Quicken's direct download. But how to get the data into the same Quicken account already created?

When I try importing the QFX file or dragging-n-dropping it into the proper account in Quicken, it turns into a separate new account.

So it seems I need to merge the two accounts, as the one I downloaded has transaction dates 10/1/2011 to 12/15/2011, where Quicken's direct download starts at 12/20/2011.

By the way, this is just one of eleven accounts (2 checking, 3 credit cards, 2 brokerage, 2 retirement, 1 mortgage, 1 HSA) where I have to manually do this to start using Quicken. I haven't successfully completed a single good account yet, and it's already getting tedious.


10 people found this helpful

It is easier than you think. Quicken allows you to drag misplaced transactions to the correct account.
Assuming two accounts: 
• NEW: The new 90-day one you created that is updating online
• OLD: The old one with all of the historical transactions.
While in the main window that list all of your accounts....
Select all of the transactions in the OLD account, and drag them to the name of the NEW account (it will become highlighted) and let go.
All transactions will be moved from the OLD to the NEW one.
Then delete the now empty OLD account.

Note: I am not associated with Intuit in any way. Do this at your own risk and always make a backup beforehand.
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