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We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Merging Quick Books accounts is an irreversible process, so be certain that this is the process that works best for your needs.
You can merge only two accounts at a time, and both accounts have to be the same type of account.
In most cases, you can change the account type to match the new account.
Personal Capital is similar to Mint’s online budgeting service, but much more comprehensive.
Personal Capital still allows users to track basic budgeting and spending, while providing substantially better functionality for tracking investments.