Support naming of Cash Account and Securities Account

rlan / convert-csv-schwab2pp

Converts a Charles Schwab transaction CSV file to a ready-to-import CSV file for Portfolio Performance.

MIT License

8 stars 1 forks source link

Closed rlan closed 1 year ago

rlan commented 1 year ago

Some people may import into an existing portfolio file.

rlan commented 1 year ago

No code changes needed. One can just create the accounts in PP first. Then choose them during the import procedure: CVS import