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Parent Child accounts merging

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Charlie Gregg

04 Oct, 2024 03:46 PM

Can you please correct while retaining data please

Trying to sort my accounts and issue appears when trying to change child account to a different parent (ie created savings account but want to see consolidated with the checking at same institution)

Thank you!

1. 1 Posted by Stuart Beesley ... on 04 Oct, 2024 04:07 PM

   

   Should be no issue. Use tools/accounts. Edit the child. Change the parent.
   You might need to restart MD afterwards.

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2. 2 Posted by Chuck Gregg on 04 Oct, 2024 06:03 PM

   

   Thank you for the quick response and I did try below is child account and
   tried rebooting laptop and issue remains (attached
   [image: savings.png]
   s well. Not sure

   • savings.png 35 KB
   • ss1edit.PDF 7.13 MB
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3. 3 Posted by dwg on 04 Oct, 2024 09:53 PM

   

   The parent and child accounts must be of the same type, so for example you could not move a child account from Banking to Credit card.

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4. 4 Posted by Chuck Gregg on 04 Oct, 2024 10:13 PM

   

   Found it and it has to do with the show on sidebar :)

   I restored it from a previous backup, and everything looks like it's set
   right. But for some reason, the system hides it by default..when a change
   is made? Not sure but I corrected it

   Thank you for your help!

   On Fri, Oct 4, 2024 at 4:54 PM dwg <[email blocked]> wrote:

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