I transferred (rolled over) my Health Equity HSA to Fidelity HSA earlier this year. It was a trustee to trustee transaction. Since there isn't an actual "HSA" account type, I use "Roth IRA" as the account type, which I think is close enough. Also, I download my transactions to Quicken - after much online research I finally figured out how to create my Fidelity connection using "Direct Connect" instead of the default so that I can use Detailed Investment Transactions (and so avoid an issue with EWC+ and investments) but now I'm trying to cleanly close the old account in Quicken and I'm stumped:
My question is how do I reflect that this was a rollover transaction? If this were a checking account I would do a "transfer" between accounts, but in this case there doesn't seem to be a way to transfer "cash." Transfer of shares isn't quite right because the shares were sold at Health Equity, a check was sent to Fidelity, and then that check was deposited into a money market fund at Fidelity.
The Fidelity transactions depict a "Payment/Transfer" of the initial balance, which I think currently inflate my assets for the month of the transfer. I've created a "sell" transaction in the Health Equity account but now it's sitting at a cash balance. How do I move the cash from one to the other and not double-count the assets?
