There might be situations in which, for some reason, you've been manually tracking an account before syncing it automatically through one of our connections providers.
If, after connecting your account, you still want to keep the data from your manually tracked account, here are the steps that you can follow:
To make things easier in this step, create a new layout and then add the accounts you want to merge into the layout so you can see them side by side
If the account to be merged has any balance records, make sure to add them into the new account by clicking on the add new
button that will appear when hovering over the balances table.
If there are any duplicate transactions in your accounts, you should decide which transactions you want to keep and then delete the duplicates.
To do this, select the splits from the transactions you want to delete, then search for the command select associated transactions
and delete transaction
to completely remove the selected transactions.
Once the duplicate transactions have been removed, select the remaining transactions to be merged onto your synced account, then search for the select associated transactions
and then edit account
and, finally, search for your synced account and select it.