I connected a couple of broker accounts (Schwab, Tastytrade) and I really just want to pull the account Net Liq, no transactions. Is there some kind of filter to accomplish this?

Broker don't import transactions, only balances?

brettanicus September 23, 2024, 3:16pm 6

I posted my template to the Google sheets show and tell category: Balances-Only Importer

1 Like

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