My Tiller Cash Flow Excel spreadsheet only picked up my Fidelity transactions from Feb/2023 on. I need the January transactions input into the spreadsheet. Is there a process for importing directly from a downloaded Fidelity CVS file into my spreadsheet? If so, can someone point me to the process?
I don’t necessarily mind having to manually enter each one, except there are over 100 of them. Hope you can help me.
Replying to my own question. I found a process to get the data from the CVS file into the Tiller spreadsheet. It’s not very refined, but it works well. Happy to relate, if anyone is interested.
Often with one-off migrations, the work is pretty manual (e.g. import as a new sheet, apply formatting, rearrange columns to match column order in
Transactions, delete unneeded data, etc.) before the consequential copy paste operation. There are some helpful line-item and CSV workflows in the Show & Tell threads if you are frequently making the same data import.
Glad to hear you figured it out.