Merge bank Accounts?

Question asked by Colin Hubbard 9 months ago

I have 2 bank accounts and should only have the one. at some point I must have created a new account and been using with the import statement function. but now realise a couple months on. can I merge these accounts back together?

3 Replies

Hi Colin,

If you haven't processed transactions in the duplicate bank account, you can click the account and delete this. If you have processed transactions, you must transfer the balance into one account, then click edit for the duplicate account and archive this.

Tommy

thanks Tommy, I had processed many transactions but i went through each individually and changed to correct bank account fixing issue

Hi Colin,

No problem and you can archive the duplicate account afterwards.

Tommy

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