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.

Download

Stats

By: Unknown

View on Chrome Web Store

Users: 18 ▼ -1

Version: 0.0.4 (Last updated: 2020-05-28)

Creation date: 2020-05-27

Risk impact: Moderate risk impact

Risk likelihood: Low risk likelihood

Manifest version: 2

Permissions:

tabs
storage
*://*.fidelity.com/*

Size: 425.98K

Stats date:

Chrome-Stats Rank

# 100405 ▼ 1017

Other rankings

#34137 in Workflow & Planning ▼ 274 #65 in interest keyword 4 ▼ 2

Other platforms

Not available on Firefox

Not available on Edge

Want to check extension ranking and stats more quickly for other Chrome extensions? Install Chrome-Stats extension to view Chrome-Stats data as you browse the Chrome Web Store.

Summary

Analyze keywords

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

Safety

Risk impact

Fidelity to Xero Journal Entry may not be safe to use and it requires some risky permissions. Exercise caution when installing this extension. Review carefully before installing.