Best way to remove a 401(k) account without breakage?
I have an existing 401(k) account that has transferred to a different financial institution that does not have Quicken Access. I have, at times, regretted integrating my 401(k) into Quicken, as it introduced a granularity that I didn't really need, but I felt I had to keep up with. It was a massive drain on my resources in Quicken, as it tracked literally tens of thousands of individual stock transactions over the last five years. (I generated a register listing for 2020, and it was 4400+ transactions in that one year alone.) Opening the account to the register screen would lock Quicken up for literally 1-2 minutes, and saving or editing individual transactions took 15-20 seconds each time. With the transfer to a new unsupported institution, this seems a golden opportunity to "unwind the clock" on that process. I tested simply deleting the account, but that indicated that all transfers to that account (from every paycheck for the last five years) would be changed to "transfer to 'unspecified account,'" which seems less than ideal. What is the best way to remove it, or make it "go away" without causing an inordinate amount of harm? I've considered the outright deletion method, and then doing a find/replace search to change all the "unspecified account" listings to "retirement account" or somesuch, but is there a better way?
This discussion has been closed.