How do I merge two accounts in Quicken?

Adding to what RickO wrote: go to the account you want to eliminate, click Command-A to Select All transactions. When they’re all highlighted, click and drag on any of them over to the account you want them moved into in the left sidebar. When you release your mouse, all the transactions are moved to the other account.

How do I import an OFX file into Quicken?

To import a QFX file, select ‘File’ – ‘Import’ – ‘Bank or Brokerage File (OFX, QFX)’, select created QFX file. And select an existing account to import transactions instead of ‘Add a new Quicken account’. Click the ‘Continue’ button. Now your transactions are imported.

Can I import a CSV file into Quicken?

Quicken allows you to import data from select financial institutions, applications, and other versions of Quicken. xls), CSV (except to import security prices or address book information), QuickBooks, PDF, or OFX files.

How do I import data into Quicken?

Quicken for Windows (Move a file frequently)

1. Step 1: Install Quicken on your new computer. Install Quicken on the new computer.
2. Step 2: Put a copy of your Quicken file on an external disk. On your old computer, open Quicken and select File > File Operations > Copy.
3. Step 3: Open your Quicken file on the new computer.

How do I add an account manually to quicken?

Adding a manual account At the top of the Account Bar, click the + (plus sign) button. On Quicken 2016 or older, click Add an Account at the bottom of the Account Bar. Select which type of account you’d like to create.

How do I sign in to quicken?

Quicken for Mac: Go to Quicken > Preferences > Mobile & Alerts. Sign in with your Quicken ID, if prompted. Use the toggle switch to turn on Mobile Access. Once you sync your data file, you’ll be able to sign in to your Quicken mobile app.

Is there some problem with Quicken?

There’s no currently known issues with Quicken. Since the amount is only off a couple of dollars, chances are it may have pulled data in incorrectly or there could be another transaction that hasn’t been captured yet.

Can I undo reconcile in Quicken?

QuickBooks Desktop Versions. If you use a desktop version of QuickBooks, such as QuickBooks Pro or QuickBooks Premier, you can undo an entire reconciliation by clicking “Reconcile Now” from the Banking screen, and then selecting “Undo Last Reconciliation.”. However, before undoing the reconciliation, you may want to click the “Locate Discrepencies”…