What happens when I download and link to an existing account.
I have finally found a way (I think) to link my retirement accounts to QuickenMac. It's let me through all the steps until it's ready to go. But before I push the button it gave me pause. Every record in my retirement accounts (three classes of qualified accounts) I have entered myself over the years. Now, when I can finally automatically download, the retirement firm has consolidated all accounts into one qualified account. My concern is if I link the download to my 401k it will take all 3 accounts and merge into one. I guess I can live with that (there is no tax consequence or cost basis to be concerned about) but what is actually happening? Is it wiping out all past entries and adding new? Or is it adding new and putting it along side what I already have (maybe a date is off by a day and it thinks it sees 2 transactions, etc)? I don't want to lose everything I've entered manually in the past if this doesn't pan out. Or can I link it to a "new" account on Quicken and see what happens? Then, if I like it, what are my next steps? Would appreciate any thoughts on the matter.
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