[moneydance] Merge two investment accounts

[Sean Reilly]

On Oct 20, 2006, at 1:01 PM, Marc Kaulisch wrote:

> 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?

I recommend Elana's method because it is more formally correct, but  
if you are serious about needing to merge the accounts, you can  
export your data to an XML file, edit that, and re-open it.  You  
would need to do a couple of things:
  Assume investment account A is being merged into investment account B
  0) Back up your data file.  Seriously.
  1) Use the File->Export menu to save your data to an XML file and  
open that file in a text editor
  2) Find the <SUBACCOUNTS> section for account A, and move all of  
the <ACCOUNT></ACCOUNT> items in that section to the <SUBACCOUNTS>  
section for account B
  3) Find the account ID for accounts A and B.  The account ID can be  
found within <ACCTID></ACCTID> tags in the <ACCOUNT> section for each  
account.
  4) In the <TXNS> section replace every instance of  
"<ACCTID>acctAID</ACCTID>" with "<ACCTID>acctBID</ACCTID>" where  
acctAID is the ID for account A and acctBID is the ID for account B.   
Make sure you don't replace the <ACCTID>acctAID</ACCTID> in the  
<ACCOUNT> section.
  5) Use the File->Open menu to open the edited XML file.  All of the  
transactions and securities from account A should now be in account  
B.  If not, something is wrong and you should go back to your backed  
up file.  If everything looks OK, delete account A and save your data.

Cheers,
Sean

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