Fidelity to Xero Journal Entry

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Fidelity to Xero Journal Entry

20 users

2020-05-27

Unknown

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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