- 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.
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