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How do I combine my 2 accounts together?

 

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Subject Author Date
How do I combine my 2 accounts together? JS 07-16-2007
Posted by John Pollard on July 20, 2007, 8:10 am
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JS wrote:
> I'm curious to see if I can use my
> existing checking account as the linked account or will I have
> to
> transfer all of my existing checking account info to a newly
> created
> one.

You can not link a Quicken investment account to an existing
Quicken checking account; Quicken will create a new checking
account when you initiate the linking process.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by JS on July 21, 2007, 4:20 pm
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>
>JS wrote:
>> I'm curious to see if I can use my
>> existing checking account as the linked account or will I have
>> to
>> transfer all of my existing checking account info to a newly
>> created
>> one.
>
>You can not link a Quicken investment account to an existing
>Quicken checking account; Quicken will create a new checking
>account when you initiate the linking process.
>
>--
>John Pollard
>First initial underscore Last name at mchsi dot com
>Please reply to newsgroup
>
>

Thanks for the info. Guess I'm out of luck for now anyway.


Posted by John Pollard on July 21, 2007, 5:11 pm
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JS wrote:
> invalid@invalid.com
> says...
>>
>> JS wrote:
>>> I'm curious to see if I can use my
>>> existing checking account as the linked account or will I
>>> have
>>> to
>>> transfer all of my existing checking account info to a newly
>>> created
>>> one.
>>
>> You can not link a Quicken investment account to an existing
>> Quicken checking account; Quicken will create a new checking
>> account when you initiate the linking process.

> Thanks for the info. Guess I'm out of luck for now anyway.

Try this: create your new linked account; copy/paste the
transactions from your old checking account to the new linked
account; delete the old checking account.

It may not be quite that simple; if it will work at all, it may
take some fiddling around (transfers may present a problem, for
example ... reconciled transactions may get deleted from
accounts not directly involved), but it is easy to do and test.

Make sure you have a reliable backup first; and don't mix in any
other tasks not related to this project until it is complete and
successful, or until you have decided it won't work and have
restored your backup.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by JS on July 26, 2007, 9:26 pm
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willnotworkatall@hotmail.com says...
>
>JS wrote:
>> invalid@invalid.com
>> says...
>>>
>>> JS wrote:
>>>> I'm curious to see if I can use my
>>>> existing checking account as the linked account or will I
>>>> have
>>>> to
>>>> transfer all of my existing checking account info to a newly
>>>> created
>>>> one.
>>>
>>> You can not link a Quicken investment account to an existing
>>> Quicken checking account; Quicken will create a new checking
>>> account when you initiate the linking process.
>
>> Thanks for the info. Guess I'm out of luck for now anyway.
>
>Try this: create your new linked account; copy/paste the
>transactions from your old checking account to the new linked
>account; delete the old checking account.
>
>It may not be quite that simple; if it will work at all, it may
>take some fiddling around (transfers may present a problem, for
>example ... reconciled transactions may get deleted from
>accounts not directly involved), but it is easy to do and test.
>
>Make sure you have a reliable backup first; and don't mix in any
>other tasks not related to this project until it is complete and
>successful, or until you have decided it won't work and have
>restored your backup.
>
>--
>John Pollard
>First initial underscore Last name at mchsi dot com
>Please reply to newsgroup
>
>
Thanks, I may give this a try this weekend.


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