Fidelity to Xero Journal Entry
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Fidelity to Xero Journal Entry

ExtensionWorkflow & Planning20 users
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Overview

Accelerate you or your client's investment accounting with Xero

Scrape Fidelity brokerage data from Fidelity HTML statements to a CSV file ready for import to Xero as a journal entry. Code the statement to Xero G/L accounts once and re-use each month to use Xero as your personal budgeting and financial statement preparation tool. This extension scrapes: Cash movements Taxable interest and dividends Gains Nontaxable interest and dividends

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Details

  • Version
    0.0.4
  • Updated
    May 27, 2020
  • Size
    416KiB
  • Languages
    English
  • Non-trader
    This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has not provided any information about the collection or usage of your data.

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