T Rowe-Price Transactions Import Problem

[karlmoll]

I'm having a problem importing the transactions from T Rowe-Price. Unlike Vanguard where I have one account number that covers all my funds and can import all my transactions at once, T Rowe-Price funds each have their own account number. I must therefor import each fund separately by changing the account number each time. Any thoughts?

[Mark]

Hi karlmoll,

In this case you can set up a sub-portfolio for each fund you own. This way each sub-portfolio can have its own account number.