Fidelity to Xero Journal Entry
Accelerate you or your client's investment accounting with Xero
What is Fidelity to Xero Journal Entry?
Fidelity to Xero Journal Entry is a Chrome extension that allows you to easily scrape Fidelity brokerage data and import it as a journal entry into Xero. With this extension, you can efficiently manage cash movements, taxable interest and dividends, gains, and nontaxable interest and dividends. Code the statement once and reuse it each month to leverage Xero as your personal budgeting and financial statement preparation tool.
Extension stats
Creation date: 2020-05-27 
Manifest version: 2
Permissions:
- tabs
- storage
- *://*.fidelity.com/*
Size: 425.98K
Ranking
Other platforms
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Extension summary
Scrape Fidelity brokerage data from Fidelity HTML statements to a CSV file ready for import to Xero as a journal entry.
Code the statement to Xero G/L accounts once and re-use each month to use Xero as your personal budgeting and financial statement preparation tool.
This extension scrapes:
Cash movements Taxable interest and dividends Gains Nontaxable interest and dividends
Extension safety
Risk impact
Fidelity to Xero Journal Entry requires a few sensitive permissions. Exercise caution before installing.
Risk likelihood
Fidelity to Xero Journal Entry has earned a fairly good reputation and likely can be trusted.
Upgrade to see risk analysis details
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