401k transaction import split up by source - is there a way to combine them?
Hello
My company's 401k is with Vanguard, and when importing transactions, they come in split up by funding source - employee contribution, employer match, and others. So, for example, a purchase or sale or reclassification of 4 shares of a fund, will appear as 3 or 4 different transactions in the register. This makes the register quite large and I assume it makes the data file even bigger.
I could combine them by manually editing one transaction and adding up the shares, but that will take a very long time since there are a lot of funds.
Is there a way to prevent that somehow, or do I just continue to live with it as I have for 10 years.
Thanks,
Comments
-
Hello @Nalgas,
Would you mind sending a problem report to us so that I may look further into exactly what Vanguard is sending over? You can do so by navigating to Help > Report a Problem.
Please let me know once you have done so!
-Quicken Jasmine
Make sure to sign up for the email digest to see a round-up of your top posts.
0