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How to merge 2 accounts or move transactions

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davef
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How to merge 2 accounts or move transactions from one account to another.

This is my first day with KMyMoney, so far its awesome.

I imported several accounts from Quicken QIF exports. Most are OK, but KMM splits one exported Savings account into two separate accounts - a new Savings account plus a new Checking account.

I deleted all transactions from both accounts, and deleted the two accounts. Then I re-imported the original QIF. Re-importing the Savings account again splits it into both a Savings AND a Checking account, weird! If I could move the transactions from one account to the other, that might work?

1. IS is possible to merge these 2 accounts into a single account?

2. IS is possible to bulk move or copy approximately 100+ transactions from one account to another account?

Thank you! :)
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ipwizard
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I wonder, why it should do that. Are these transactions by any chance transfers between the savings and the checkings account? Here's how we can find out:
  1. Open the ledger of the new checking account
  2. Select a transaction and click the right mouse button which opens the transaction options menu
  3. Check if you see a 'Goto <savings account name>' entry and it is not grayed out
If that is the case, then it is a transfer. Chances are, that KMyMoney created the account due to a different name of an already existing one and those transfer transactions actually belong into another checking account. In that case proceed as follows:

  1. Open the ledger of the new checking account
  2. Select all transactions by pressing Ctrl+A
  3. Click the right mouse button on one of the selected transactions
  4. Use Move transaction to... and select the correct account from the list that opens
Once done, you could delete the new checking account.
In case the above does not hold true, we need to investigate your problem a little further.

BTW: This should also answer your questions.


ipwizard, proud to be a member of the KMyMoney forum since its beginning. :-D
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davef
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YES - that worked perfectly! ;D

There were some transfers in the transactions. Also, this came from a Quicken QIF with all items selected during the Export from Quicken.

;D Thanks again!!! ;D


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