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Quicken Classic for Windows
Investing (Windows)
Net worth not reconciling
kcbroach
I used the automated dload on my 401k up until 2016. Just restarted. In the mean time VANG moved me from my 4 chosen funds to 1 retirement dated fund. since they are not dloading all the way back to the transition time, my net worth is showing the new funds and the old funds. how do I zero out the old funds without deleting them totally?
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Tom Young
You could do a "Remove - Shares Removed" action for each of the 4 Funds. That would eliminate the funds at the date of the Remove, but leave the history intact, if that's what you're trying to do.
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