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:

1. Add both accounts to a new layout

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

2. Move balance records from one account to the othe

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.

3. Delete duplicate transactions

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.

4. Reassign account

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.