401(k) Rollover in Quicken Mac
The company I work for was recently acquired, and as part of the acquisition I needed to roll my old 401(k) with Principal into the new company's 401(k) plan with Fidelity. What is the best way to record this in Quicken? I entered "Remove Shares" transactions in the old Principal account with the old mutual fund as the security, then marked the account as closed (Quicken added a small adjustment due to a really small leftover share balance of 0.000029 shares--most likely due to rounding differences between Quicken and Principal's website). Do I just need to create "Add Shares" transactions in the new Fidelity account with the new mutual fund as the security?
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