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  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
  • Resource Center
  • Blog
  • Login
  • SUBSCRIBE

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.

 



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