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New Credit Card

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jnpdonovan

06 May, 2021 06:33 PM

Just had to get a replacement credit card because the original one was compromised by fraud. I know how to add a new card, but is it possible to merge the old card's activity/history with the new card?

1. 1 Posted by Melissa on 06 May, 2021 07:14 PM

   

   Hi John,

   Thanks for contacting Moneydance support team.

   In regards to your query, yes, it is possible to merge the transaction records of your previous credit card with the transaction records of your new credit card.

   There are 2 methods to do so:

   1. You could try exporting the transaction records of your previous credit card - via File --> Export, and then import it into the transaction records of your new credit card - via File --> Import
      
   2. Or, you could try importing the transaction records of your new credit card into the transaction records of your previous credit card - via File --> Import

   Hope this information helps. Please do keep us updated with the progress and let us know again if you need further assistance or have any other queries. Thank you.

   --
   Melissa, Infinite Kind Support

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2. 2 Posted by jnpdonovan on 07 May, 2021 02:12 PM

   

   Thank you for responding. Sounds like it should work. I'll let you know after I get the new cards.

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3. System closed this discussion on 06 Aug, 2021 02:20 PM.