[moneydance] Merge two investment accounts

[Elana Shenton]

The only way I can think of doing it would be to consider the transaction at
its base level.  One or both of those accounts are actually being closed and
the funds/shares transfered to a new account.  Use the account numbers to
determine this.  Are you being issued a new number?  Or is one account
losing its number and getting assigned to the second account?   If it's the
former, then you should set up a new account in Moneydance and transfer BOTH
accounts information to it.  If it's the latter, then transfer the
information from one account into the other.

On 10/20/06, Marc Kaulisch <marc at kaulisch.de> wrote:
>
> Hello,
>
> in near future my wife and I will merge our two investment account we
> have at the same institution. Now I track them as two distinct accounts
> in Moneydance. Does someone know a good way how I can transfer the
> transaction history of one account to the other?
>
> Thanks!
>
>
> Marc
>
> _______________________________________________
> moneydance-info mailing list
> moneydance-info at moneydance.com
> http://moneydance.com/mailman/listinfo/moneydance-info
>



-- 
Elana Shenton
Personal Blog:  http://www.clampcampus.com
Personal Finance Website:  http://www.moneystuffed.com