Hi,
I am trying to set up my various retirement accounts in FM. I have a 401K with BofA/ML, but it doesn't allow automatic transaction retrieval like my Fidelity brokerage. That was very easy. Instead, I have tried to download the transaction history in QFX files. One problem is that the history only goes back three years, and does not pick up my actual holdings before those transactions. I am not sure how to upload the positions that would match the holdings at the beginning of this partial transaction history. Going forward, I'd like to just be able to download the latest transaction file and have it properly adjust the holdings in this account.
Is there a tutorial on how to do this? I wish I had the full transaction history, but it looks like this is just not available.
Thanks for your help.
Tim