Merge account and sum balances

Like @jpfieber, I also have some reservations about doing something lossy with the data, but, if it were me, I would:

  • Make a copy of the Balance History sheet in a new spreadsheet
  • Use filters to delete everything but the accounts I wanted to “merge”
  • Use the Trim Balance History workflow in the Tiller Community Solutions Add-on to reduce the data down to one balance record per month
  • Depending on number of rows remaining, either manually combine balances month by month leaving all the other fields for one of the two accounts… or do something clever
  • Delete the merged accounts out of your original spreadsheet
  • Paste the merged data back into your original spreadsheet
  • Sort your updated Balance History sheet
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