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How to merge two bank accounts.

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Neil Beck

16 Sep, 2025 11:28 PM

Alternatively, is it possible to move all of the transactions in one account to another, thereby combining both accounts into one? (Reason for this is that inadvertently I created two different bank accounts for the same bank)

1. 1 Posted by dwg on 16 Sep, 2025 11:45 PM

   

   In the account you want to eventually delete:

   1. Select all transactions
   2. Right click and select Batch Change
   3. Select "Account" from the list.
   4. Select the account you want to move the transactions to and proceed.

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2. Support Staff 2 Posted by Maddy on 17 Sep, 2025 11:03 AM

   

   Hi Neil,
   Thank you for contacting Moneydance support.

   Moneydance contains a feature called "Batch Change", which allows you to make changes to a single transaction, or multiple transactions at once.

   Batch Change allows you to make changes to the Description, Date, Check#, Memo, Tags, Category, and Account fields in the register.

   For further details about this function, please refer to this article in the Knowledge Base.

   When using the Batch Change option, the accounts list will show only accounts containing the same currency as the account you want to move transactions from

   • The "unwanted" account can then be deleted if it's no longer required.

   I hope this information is helpful. Please let me know if you have further questions or need any assistance.

   --
   Maddy, Infinite Kind Support

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