To explain how to merge two accounts in Magnifi so that actual and budget values are combined and reporting is clearer.
When you have added a manual account in Magnifi and want to merge it with a similar account imported from your accounting system.
When you want to delete an account but need to reallocate its values to another account before deleting.
Go to Chart of Accounts > Merge Accounts.
Select the From Account (the account you want to merge).
Tick Delete if you want this account removed after the merge.
Select the To Account (the account that will remain after the merge).
Click Merge.
The actual and budget values of both accounts will be combined into the To Account.
⚠️ Note: You can only merge two accounts at a time.
What happens if I don’t tick Delete?
The From Account will remain in the Chart of Accounts, but its values will have been merged into the To Account.
Can I undo a merge?
No. Once merged, values are combined permanently. Review carefully before confirming.
Can I merge Balance Sheet accounts?
No. You can only merge Profit and Loss accounts.