How to Merge Duplicate Accounts in Money

If you use Microsoft Money to keep track of your financial accounts, you can use the program to merge duplicate accounts created from uploading online information from your bank or other financial institutions. When you upload information on an existing online bank account from your bank to Money, the software will create a new account if it views it as such. This often occurs if you've been inputting information manually then begin using online updates.

• 1

  Click "OK" when the dialog box appears in Microsoft Money stating a duplicate account has been created. Money will typically notify you as soon as this occurs.

• 2

  Go to the "account list" page. Click "merge duplicate accounts" under the "other tasks" section.

• 3

  Select the account from the first drop-down menu. Select the duplicate account from the second drop-down menu. Click "OK." A dialog box will appear telling you the accounts are merged.