merge two accounts?

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6 posts
merge two accounts?
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TC416
New MMEX User

Posts: 4
Joined: Sun Jul 31, 2016 3:12 pm
Location: Canada
New user here... switching from Quicken. Liking what I see so far.  Taking me a while to fix up some duplicate transactions after importing the Quicken QIF file.

One problem I am having is that the import process created two separate credit card expense accounts (probably because I had used two different categories for the same credit card... by mistake)  
So, now i have transactions (not duplicate) in two separate accounts for the same credit card.  

There doesn't seem to be a quick way to 'mass-move' transactions, I can only see individual copy'n paste.
Is there a way to merge two accounts?  

Thanks
T.C.
Re: merge two accounts?
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GabrieleV
MMEX Developer

Posts: 158
Joined: Wed Apr 09, 2014 1:45 pm
Location: Italy
I don't know exact name, but there should be an option like "relocate account" that moves all transactions from an account to another
Re: merge two accounts?
User avatar
TC416
New MMEX User

Posts: 4
Joined: Sun Jul 31, 2016 3:12 pm
Location: Canada
GabrieleV wrote:I don't know exact name, but there should be an option like "relocate account" that moves all transactions from an account to another

I see. I will try. Thanks!

T.C.
Re: merge two accounts?
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Daddy Peacebucks
New MMEX User

Posts: 13
Joined: Mon Nov 23, 2009 5:18 am
GabrieleV wrote:I don't know exact name, but there should be an option like "relocate account" that moves all transactions from an account to another
Old thread, but I was looking for the same thing. "Reallocate Account" is used to change the account type, for example changing a Credit Card account to a Checking account. "Relocate Category" lets you change one category to another, for example payments originally allocated for "Rent" become "Mortgage" payments.

Neither allows you to merge two existing accounts. If this feature doesn't exist (any other ideas on how to do this?), it would be a good feature to add.
MMEX v1.3.3 (portable 64-bit) / Windows 7 Pro SP1 X64
Re: merge two accounts?

latedev
New MMEX User

Posts: 18
Joined: Sun Mar 05, 2017 6:53 pm
It is easy to merge 2 accounts.

Export for the account you wish to merge from as a qif export.

Now import this QIF file into the account you wish to merge with.
Re: merge two accounts?

alarawany
New MMEX User

Posts: 1
Joined: Sun Jul 08, 2018 1:49 am
one account is enough.....
Graduated from Soran University with First Class Degree with Honours in Computer Science
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