Adding a new account to a years old data file....
The saga continues ( sorta :-)
AN EARLY P.S. I looked at the previous questions but none of the ones I saw touched on my question.
Long story but …. I have a stable “years old Quicken Mac data file”. It has about a dozen Banking/Savings/Credit Card/Investing/ accounts. BUT…. It doesn’t have my IRA account. (Long Story there…).
What “I think” I would like to do is
- · Add a new empty Investment/IRA Account to my current data file.
- · Take my last IRA statement and add its information into that new IRA investment account and go from there.
I don’t think I have to have the IRA’s history. I am retired and I can think of no connection between any other Quicken account. no tax implications, no new deposits etc.
It sounds almost too easy and every time I think something is going to be “TOO EASY” I find it isn’t … just the opposite.
Any thought or suggestions would be greatly appreciated.
Thanks in advance!