Hi. Ich spreche keine Deutsche. Sorry.
I am importing a large number of transactions as I start using the program.
A decent number are dividend transactions. I do a portfolio import, but there is no field for “Dividend” under “Type.”
Does the program ignore these?
In any event, how do I import them?
Finally, is there a way to create a new field (can an individual user create a new field)?
Are you using the CSV importer?
A dividend is a valid type for an account transaction. You might expect it as a portfolio transaction (me too ).
What is the CSV importer? Where is it? I go to Import>CSV [Files] and import.
I am also getting this error message in several other schwab accounts. Obviously something is wrong in the file. What should I look to change?
Thank you much.
PS Where do I go to change the language on the website? I can’t find it. English is already set up in my program. Again, many thanks.
Yes, exactly. As mentioned you can find the dividend type when importing account transactions.
I guess, this information belongs to the topic Unexplainable technical problem with import from Schwab, right?