Investments purchased Years prior to using Quicken
I have stocks and funds purchased over the last 10 years and this is the first time I have decided to use Quicken, which I have had longer than that for bank accounts, for my investments. I added an Investment account and entered the $$ amount of the base MM fund. I then went to add a fund I purchased 10 years ago and Quicken insists I enter the source of the $$ used. I do not want any other account incorrectly modified to do this. How do I enter a stock or fund purchased prior to setting up my Investment account and NOT indicate a source of funds? I am trying to establish the complete state of my investments as of 12/31/2016.
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