Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Mac
Investing (Mac)
Roth conversion: Can I keep the original IRA's transaction history?
RCinNJ
All my transactions are in the original IRA account, but all the assets have been moved to a new Roth IRA with a new account number. I tried deactivating and re-activating using the new account number, but this creates a new account without the full transaction history. I reverted to my last saved file with the old account so I can try again. Is there a way to point the old account to the new account number? The account is at Fidelity.
I tried deactivating the old account and reactivating using the new number but only the more recent transactions download.
Thanks!
QM 2020 Premier, Connection Type: Direct Connect
Find more posts tagged with
Accepted answers
All comments
RCinNJ
RickO, thanks for the answer. Not what I wanted but QM is missing so many features that seem obviously needed to me. I did have to put in starting values.
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of
