Fidelity to Xero Journal Entry
ID
hdpefbjlkddmkbccdbjidpcnbgonhomhAccelerate you or your client's investment accounting with Xero
اسکرین شاٹس
تفصیل
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