Roth conversion: Can I keep the original IRA's transaction history?
RCinNJ
Quicken Mac Subscription Member ✭✭✭✭
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
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
0
Answers
-
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.0
This discussion has been closed.
Categories
- All Categories
- 53 Product Ideas
- 34 Announcements
- 248 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 516 Welcome to the Community!
- 680 Before you Buy
- 1.5K Product Ideas
- 55.6K Quicken Classic for Windows
- 16.8K Quicken Classic for Mac
- 1K Quicken Mobile
- 834 Quicken on the Web
- 127 Quicken LifeHub