401K and IRAs added to long-standing Quicken accounts which include payroll deductions
Earlier this year, I upgraded to Quicken 2017 for Mac (v.4.6.7). In a long-ago previous version, I used to enter each of my 401K and IRA transactions manually so that I always had a complete picture for net worth reports. An interim, bare-bones Quicken version did not allow me to do that. So I purchased the 2017 version. Before I proceed, I want to make sure that I don't mess up the data I have collected for years on investments. How does it work if you have at least 15 years worth of paycheck splits that reflect contributions to a 401K (both employee and company matching) when you download transactions from a financial institution? I've only download transactions for one investment and it effectively doubles what is actually there in market value. I certainly don't want to adjust 15 years worth of paycheck splits but want an accurate view of net worth and downloading transactions would be convenient. Thanks.