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Lists > Combining records > Combining accounts
To combine two accounts
1
Go to the Accounts command centre and click Accounts List. The Accounts List window appears.
3
Click Combine Accounts. The Combine Accounts window appears.
The primary account appears under the Primary - Move all transactions to list. If necessary, you can choose another primary account from the list.
4
Select the secondary account from the Secondary - Remove all transactions from list.
5
Click Combine Accounts.
When the next window appears, click OK to confirm you want to combine the two accounts.

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