Forum Discussion

Wellsinoz's avatar
Wellsinoz
Contributing Cover User
3 years ago

Bank Feeds Merge Accounts

Good Morning I have currently 2 Credit Cards 2 different numbers and 2 accounts and bank feeds set up for both all good works fine. I recently changed banks and opened up 2 new credit cards so I have set them up the same However this bank works a little different The 2 cards have an overarching card account where all transactions sit together and payment is not made to the individual card but the overarching account so I decided to open a bank feed for the overarching account. Now I have 3 accounts 2 Primary credit card accounts and the main overarching account. I no longer require the 2 primary accounts but need to merge all the data into the overarching account so I can reconcile this account. Any clue as to how I clean up this mess I appear to find myself in?   

The new bank is NAB for anyone that has an understanding of their setup. 

Thanks in advance. 

 

1 Reply

Replies have been turned off for this discussion
  • SamaraM's avatar
    SamaraM
    Former Staff
    3 years ago

    Hi Wellsinoz 

     

    Sorry to see that no one has replied to you yet. It's not possible to merge bank transactions, but you could instead export from one and import to another?

     

    Here is our Help Article that goes through the instructions on how to export then import data: Importing and exporting data, which may be of help. 

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.