[moneydance] Merge two investment accounts

Edward Reid edward at paleo.org
Sat Oct 21 01:22:12 EDT 2006


At 09:34 10/20/06 +0200, Marc Kaulisch wrote:
>how I can transfer the transaction history of one account to the other?

I have to recommend that you think hard as to whether there's really a 
reason to merge the account *history* as opposed to simply transferring the 
*balance* from one account into the other (or both into a third account). 
Merging the histories would create a fictional past, and I don't see any 
benefit from that fiction.

Remember that you can leave the closed account in MD forever, with a zero 
balance. You can still report on it, search for transactions in it, etc. 
The only sense in which it's "closed" in MD is the zero balance and the 
lack of transactions after a certain date. And it represents your true 
financial history. I have numerous accounts still in MD (converted from 
Quicken) which have been dead for years in Real Life.

Edward
-- 
Art works by Melynda Reid: http://paleo.org



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