SDS

I have found the import options for stock transactions to be wholly inadequate.  Both the financial institution downloads and the PDF import are not reliable, and I spend more time fixing the imports than they are worth.

I would like to see an import template that I can populate much more quickly than the entry data form.

Status: New
0 Votes
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Comments
Level 15

How about just entering totals, like the IRS allows, for covered transactions?