tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/12654-does-anyone-have-a-good-computershare-workflowInfinite Kind: Discussion 2019-06-21T14:40:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/470892832019-03-19T13:57:55Z2019-03-19T13:57:55ZDoes anyone have a good Computershare workflow?<div><p>My employee stock purchase plan is managed by Computershare, which is a bare-bones website. There is no option to download transactions, and the 1858 preview browser shows a blank screen anyway.</p>
<p>I know there are a lot of clever people out there, and I wanted to see if anyone came up with a better workflow than just manually typing in each transaction. I expect to be with this company for many years, and that's a lot of manual typing I don't want to do. As an example, here are the transactions currently awaiting my entry:</p>
<p>Transaction Date Effective Date Description FMV Amount Share Price Transaction Shares<br>
1-Mar-19 5-Mar-19 PLAN ALLOCATION 182.9315 170.83 182.9315 0.933847<br>
1-Feb-19 5-Feb-19 PLAN ALLOCATION 178.8753 134.2 178.8753 0.750243<br>
3-Jan-19 7-Jan-19 DIVIDEND REINV 162.3288 3.76 162.3288 0.023163<br>
2-Jan-19 4-Jan-19 PLAN ALLOCATION 162.7539 175.84 162.7539 1.080404</p>
<p>Is there a good way to import this data into MD without taking as much time as manually typing it?</p></div>Tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/470892832019-03-19T16:50:32Z2019-03-19T16:50:32ZDoes anyone have a good Computershare workflow?<div><p>Ted,</p>
<p>The first thing you will need is to get data in the table into a parsable format (structure data).</p>
<p>You can use this python script as a starting point. The script read from in.txt and re-write the content into a CSV format (as sample output). The output is just a demo that we re-write the data into structure format.</p>
<pre>
<code>$ python parseComputershare.py
# Reading in_file: in.txt
# Writing out_file: out.csv
$ cat out.csv
transaction_date,effective_date,description,fmv,amount,share_price,transaction_shares
1-Mar-19,5-Mar-19,PLAN ALLOCATION,182.9315,170.83,182.9315,0.933847
1-Feb-19,5-Feb-19,PLAN ALLOCATION,178.8753,134.2,178.8753,0.750243
3-Jan-19,7-Jan-19,DIVIDEND REINV,162.3288,3.76,162.3288,0.023163
2-Jan-19,4-Jan-19,PLAN ALLOCATION,162.7539,175.84,162.7539,1.080404</code>
</pre>
<p>Next step is to use MD Python API to "import" the above structure data. Take a look in posting (or post there) at <a href="http://help.infinitekind.com/discussions/moneydance-development">http://help.infinitekind.com/discussions/moneydance-development</a> to see if anyone has done similar work.</p>
<p>Good luck,</p></div>hleofxquotestag:infinitekind.tenderapp.com,2009-01-14:Comment/470892832019-03-19T23:28:59Z2019-03-19T23:28:59ZDoes anyone have a good Computershare workflow?<div><p>Hi Ted,</p>
<p>Once you have the data in CSV format, you can try Mike Bray's security transaction load extension (loadsectrans.mxt) to import the CSV file.</p>
<p>It won't be able to import all investment transaction types (e.g. DivReinvest) but it should be able to handle the regular Buy transactions.</p>
<p>I can't say for certain whether or not it will be able to handle the 1-Mar-19 Date format.</p>
<p>You can install Mike Bray's extinstaller.mxt to be able to access all of his extensions OR just the loadsectrans.mxt extension.<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/downloads/">https://bitbucket.org/mikerb/moneydance-2019/downloads/</a></p>
<p>The wiki for the security transaction load can be found here:<br>
<a href="https://bitbucket.org/mikerb/moneydance-2019/wiki/Security%20Transaction%20Load">https://bitbucket.org/mikerb/moneydance-2019/wiki/Security%20Transa...</a></p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/470892832019-03-20T20:33:21Z2019-03-20T20:33:21ZDoes anyone have a good Computershare workflow?<div><p>Thanks for the replies. I'm not sure if that workflow will be more convenient than typing in transactions by hand. Perhaps I'll give it a shot in a few months when I have more new transactions.</p></div>Tedtag:infinitekind.tenderapp.com,2009-01-14:Comment/470892832019-03-22T14:37:52Z2019-03-22T14:37:52ZDoes anyone have a good Computershare workflow?<div><p>If you are going to manually add the transaction you can right click the previous months transaction click duplicate transaction then edit date, share count and total cost.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman