I've been using OFX Direct Connect, i.e., just hit the "update"
button. If I'm going to download a file and edit it before importing,
I'd probably stick with OFX. It's one account at a time, so I know
what I want to translate. However, CSV is not totally out of the
question, as I still have dividend reinvestments downloading as three
separate transactions, and my editing to make one correct transaction
out of the three might be easier with CSV.
On 2014.10.23 19:51, allan wrote:
The perils of a cellphone! To continue, have they been downloaded
already? If you want a chance to edit, might CSV be a possibility?
Jack <ostrof...@sbcglobal.net> wrote:
I'm continuing to work through my huge backload of investment
account OFX imports. One of the annoyances is that Merrill Lynch
uses categories such as _Dividend and _Fee, which is how they get
imported (I think those categories probably got created during such
an import, but I no longer remember when or how it actually
happened. Is there any way to get them to map to the categories I
prefer to use for those accounts? Unfortunately it's not completely
static. For example, _Fee should always be "Other Fees/Misc Broker
Fees" but _Dividend depends on which account, whether it's Dividends
or Tax Deferred Dividends. Since this is OFX Direct Connect, I
don't have the opportunity to edit the OFX file on the fly. Am I
just stuck with manually adjusting as I confirm the import?
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