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S
SDS
Level 1
March 16, 2026
New

Stock transactions import template

Related products:ProSeries
  • March 16, 2026
  • 1 reply
  • 6 views

I have found the import options for stock transactions to be wholly inadequate.  Both the financial institution downloads and the PDF import are not reliable, and I spend more time fixing the imports than they are worth.

I would like to see an import template that I can populate much more quickly than the entry data form.

1 reply

IRonMaN
IRonMaN
Level 15
March 16, 2026

How about just entering totals, like the IRS allows, for covered transactions?

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