Unexplainable technical problem with import from Schwab


#1

Hi. Ich spreche keine Deutsche. Sorry.

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.


Importing dividend transactions -- no dividend field
#2

You know, that you can switch to language to English? Hilfe > Einstellungen… > Sprache

Can you insert a screenshot of the problem you are experiencing here?


#3

Thanks for the Language settings input.

The screenshot is attached, as requested.

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.


#4


#5

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.


#6

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…