Merging Investment Accounts
I've not had any luck with this one whatsoever. Under "Investing" and then the sub category "Retirement" accounts I have two accounts I want to merge. One has a title of "401(k) xxxxx" and the other has a different name say "vvvvv." The 401(k) has transactions from 2018 and the other account has transactions from 2013 to 2018--all the same funds from the same mutual fund family. I've tried making a separate file with just the vvvvv account and importing that but no joy. You can't select a transaction and drag and drop it from yyyyy into the xxxxx account. I've tried drilling down into the "more info" of an individual transaction but still no joy. None of the transactions are duplicates and I'd really just like to have all the same account info in the same tab with all the Gain/Loss presented for one account vs two. Anyone have any ideas or fixes? Thanks!