CSV Importer and Test Importer

ray reed's Avatar

ray reed

13 Oct, 2021 09:18 PM

The auto response I got to my inquiry and CSV Importer not working sent my to Test Importer, but this extension apparently only works for bank accounts and credit card account, not for brokerage accounts such as IRAs.

Am I wrong? The list of accounts in the dropdown window in Test Impaort has none of the \ brokerage top accounts in may MD file.


Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:


Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac