An account shows up twice. How do I merge them?

A bank connection can bring an account in twice: for example after you sign in to your bank again, when a card is replaced and gets a new number, or when your bank started connecting through a different service that numbers the account differently. Finly Money notices and offers to put them back together.

Merge two accounts

1. 1

   Look for the note

   On Accounts, above your bank connections, a note says An account shows up twice (or how many do). Each line names the account and why we think so: the same bank and account number, many transactions in common, or a bank that now connects through a different service and numbers the account differently (one copy then sits under Manual accounts).

2. 2

   Choose Merge them

   A window shows which account Stays and which Folds in, and exactly what will happen to their transactions.

3. 3

   Choose Merge accounts

   The copy is removed and everything is in one account.

What merging keeps

• The older account stays, with its name, type, rules, goals and card setup.
• A transaction both accounts hold stays once. Your own categories, notes and tags on the copy's version come along.
• Transactions only the copy has move across.
• If you split, shared or added files to the same transaction in both accounts, both versions are kept so none of your work is lost. Check for a second copy afterwards; the window tells you if this applies.
• If the copy is the one your bank still updates, the older account takes over those updates.
• If you had ignored one of the two, the merged account counts in your totals again. It stays ignored only if both were.

There's no undo, so read the window before you confirm.