应用截图

Fidelity to Xero Journal Entry截图1
Fidelity to Xero Journal Entry截图2

详细介绍

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