How to Merge accounts

On the Monthly Data screen, accounts can be merged if there is more than one line for the same account.  For example, if an account name has changed over time and both the old and new have been tagged, you can merge the old with the new, and the old will be deleted and the new will contain the balances from both accounts.

1. From the menu, select the Monthly Data screen.
2. Click the Edit button (top-right).
3. Click on the 3 dots next to the line to be deleted. Select Merge.
4. In the ‘Select a line to merge into’ field, find the account to be merged into by typing part of the account name and then selecting it.
5. Check that you are deleting the correct account and merging it into the correct account, then click Merge.