Combine accounts

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You can now combine two detail accounts into a single account record, providing they are of the same type. When you combine accounts, account balances, recurring transactions, jobs and history records are combined.

The transaction details are transferred from the secondary account to the primary account. The secondary account is then deleted.

Note that bank information and budgets from the secondary account will be lost in this process.

This process can be used only if both accounts:

• Are detail accounts

• Are not linked accounts

• Have the same account type

For more information, see Combining accounts.