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Can't import schwab

Open sjainbelt opened this issue 1 month ago • 3 comments

I can't import schwab csv. After trying for 15 minutes and mapping all error and activities code, it finally just said can't import. Pretty disappointed in the error handling. Have this been tested with schwab or all known brokerage csvs?

sjainbelt avatar Nov 01 '25 17:11 sjainbelt

I'm hoping Vanguard support is added too. I considered opening a ticket but I don't think the project is targeting specific institutions yet but I could be wrong.

66tree avatar Nov 02 '25 23:11 66tree

Can you please share some examples of csv files from these brockers?

afadil avatar Nov 14 '25 19:11 afadil

@afadil Here is a Vanguard 18 month export csv with the account number replaced with 77777777.

OfxDownload-scrubbed.csv

Within the Vanguard website you go to Activity -> Download Center -> Step 1. CSV -> Step 2. Select Date Range -> Step 3. Choose account(s). Then download.

66tree avatar Nov 15 '25 22:11 66tree