How do I combine my 2 accounts together?

Do you get 1 wachovia statement or 2? How do you reconcile the account(s) currently if they are 1 account?

Laura, thanks for the reply. There is only one physical investment account for my assets so I only get one statement but years ago I made the mistake of representing this single account as 2 accounts in Quicken - one for checking & the other for stocks. I shouldn't have done this but at the time I thought it would be easier to track cash & stocks separately. Now I've come to regret the decision. So, now I've got this Quicken checking account with years of individual checks I've written including interest on the cash and I've got another Quicken account with my stocks and more cash from the dividends. But yes,they are actually the same physical account at my investment company.

I'd like to be able to have one Quicken accout which contains my checking, cash, and stocks. Sorry for the long explanation. Any help will be appreciated. Thanks.

Here are the instructions to add a linked checking account. To undo, select No in step 4. These instructions are from Q 2007, but it's probably similar for 2005. _______________________________

Add a linked checking account to an existing investment account

1. Choose Tools menu > Accounts List.

1. Select the investment account to which you'd like to add a linked checking account, and then click Edit. Quicken opens the Account Details window.

2. If necessary, click the General Information tab.

1. For the Show cash in a checking account option, select Yes.

2. Quicken prompts you to back up your data file. After the backup is completed, Quicken creates the linked checking account with the same name as your investment account, plus the suffix Cash.

1. Click OK to close the Account Details dialog and save your changes.

2. Quicken converts all transactions in the investment account to their transfer equivalents. For example, Buy transactions are converted to BuyX transactions, Sell transactions are converted to SellX transactions, and so on.

Notes Add a linked checking account if both these conditions apply:

a.. Your brokerage account includes check-writing privileges b.. You plan to use scheduled transactions or recurring online payments

Thanks, I'll give it a try. I'm curious to see if I can use my existing checking account as the linked account or will I have to transfer all of my existing checking account info to a newly created one.

You can not link a Quicken investment account to an existing Quicken checking account; Quicken will create a new checking account when you initiate the linking process.

Thanks for the info. Guess I'm out of luck for now anyway.

Try this: create your new linked account; copy/paste the transactions from your old checking account to the new linked account; delete the old checking account.

It may not be quite that simple; if it will work at all, it may take some fiddling around (transfers may present a problem, for example ... reconciled transactions may get deleted from accounts not directly involved), but it is easy to do and test.

Make sure you have a reliable backup first; and don't mix in any other tasks not related to this project until it is complete and successful, or until you have decided it won't work and have restored your backup.

Thanks, I may give this a try this weekend.

replying to Jim Jensen, AKL wrote: I need to merge accounts that I have duplicated when downloading from my bank--how can I add the old data into the new online accounts?