I have several accounts at Schwab and downloaded this year’s transactions to a CSV file.
All but one was imported without a problem. However, one file does not import. I get a import window with lines through all the transactions, in each field. The program thinks something that I cannot figure out (no German here). I have tried a couple different things, but this still seems not to work.
As near as I can tell, I have done nothing with this file that I have not done with others.
In the short run, it is an account with relatively few trades. But I do not want to manually import forever, or not know what the problem is so I can fix it if I encounter it again.
Also, there seems no way to get it to recognize dividends when importing. I feel I must be missing something. Btw, is there a way to create or define new categories. Also a separate forum question on options and pricing problems I seem to have.
Hi Rob,
You should inspect the specific CSV file and edit it if necessary. I experienced similar problems when porting a depot from Investoscope to PP.
Yes, Hero, there may be a problem with the file, but I cannot discern it. Indeed, some files from the very same source have imported with no problem, others have not. This is a conundrum…
