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Description

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