QWin 2016 (R12): Just starting downloading brokerage account data
I am just setting up an IRA brokerage account to download transactions from my financial institution. Unfortunately, I started using Quicken many, many years ago (>20), and I have been too lazy to set up the IRA accounts properly as new functionality became available. I just had a placeholder account that I updated from time to time with the total net worth of the account (mostly to stroke my ego by including the total in my net worth). Does anyone have any advice for how to fix this and transition to downloading transactions with the least reasonable effort? I was planning on just downloading all of the available transactions into a new account and just zeroing out the old account on the earliest date I have transaction history from. At least I can start building a transaction history that way. At least it's in an IRA account, so cost basis isn't likely to be a big concern. Any tips?
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