[moneydance] Merge two investment accounts

[Marc Kaulisch]

I tested the method to change the account information of each 
transaction. It seems to work. But it is also time-consuming.
I thought there might be an opportunity to export the transactions from 
one account and to import them to another one. But this option does not 
exist, does it?

Thanks,


Marc

Elana Shenton wrote:
> 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
>>
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> 
> 
>