401K account - Asset account

pstarfam
pstarfam Quicken Mac Subscription Member ✭✭
edited March 2022 in Investing (Mac)
I have a manually updated (can't connect) 401K account with manual transactions going back 10+ years. Not sure how it happened, but it's "type" is Asset. So it doesn't show up in my "Investing, Retirement" list. It seems like it is being categorized as a house, or car or something.

I have created a new 401k manual account that does show up in the Investing- Retirement" list and totals. But it has a starting balance of today...

Is there a way to change the old Asset account to 401k? I don't see that option when I edit the account.

If not is there a way to merge accounts?

Is there a way to copy all of the transactions from old to new?

Other suggestions?

Thanks

Answers

  • pstarfam
    pstarfam Quicken Mac Subscription Member ✭✭
    Thanks for the quick response! In/out... The 401lk is thru my former employer. I have chosen a target fund, but it does not have a symbol or ticker name to track automatically. So once a month or so I update it with current value. That's what I want to preserve in the new account. Regarding that I do I update current value in a 401K manual acct? Or is there a better "type" to use?
  • pstarfam
    pstarfam Quicken Mac Subscription Member ✭✭
    I'm retired so I can't add any funds, so it will be sells or updating current value.
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