Transaction retrieve into existing investment?
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Posted by George Timms on January 14, 2005 at 19:54:07:
I want to start retrieving transactions into investment files I've maintained for many years, but I'm unable to get the retrieve function to download transactions for a 401(k) plan at Hewitt into my existing investment files, despite my best efforts to match up portfolio attributes (name, etc.) with the attributes set by FM if I allow it to create a new investment file. How does FM select what investment file will be used for downloaded transactions? Is there any way to adjust the attributes of an existing investment file so it will be recognized as the target for downloaded transactions (or alternatively, any way to merge old and new transactions into one investment file, be it old or new)?
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