I have set up a new portfolio and imported a qfx file for the transfer in investments. The is no out of pocket cost. This method works fine except that the YTD performance report doesn't have a beginning balance so the actual performance shows NA.
When I put any investment value in any field (Transfer in Market value, OOP, or Tax basis cost) it's like FM hasn't imported it before and will import it again.
The only way I can keep FM from re-importing is to leave all the field at 0 but then I can't see the investment performance.
I have another portfolio with another brokerage that has Transfer In investments that seem to update activity properly but I can retrieve transactions vs import.
Any idea why FM would want to re-import this account?