Re: 'Merging' investments

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In Reply to: 'Merging' investments posted by Dick Thomas on November 11, 2002 at 14:34:31:

: I previously held the same mutual fund in 2 different 401K portfolios (different
: employers). I have since rolled BOTH 401K's into a single Rollover IRA.
: Does anyone have a simple method of merging the 2 existing datafiles into one?
: Hopefully I don't have to re-type years of investment history!!

Hi Dick,

You don't need to merge the two, but if you'd like to you could export your
transactions from one, and import them into the other. I'd recommend
using the "Quicken" (QIF) format for this. FM will export and import this
format. See "File/Export/Transactions" and "File/Import/Transactions".

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP
/XP

Replies:

• Re: 'Merging' investments Dick Thomas 07:55:07 11/12/02 (0)