401k transaction import split up by source - is there a way to combine them?

Nalgas
Nalgas Member ✭✭✭✭

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

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    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

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