Conversation
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I no longer use the Schwab CSV importer (I found it too painful because Schwab changes their format too frequently), so I can't personally test this. But if you get it passing CI I'll be willing to merge it on the basis that it works for you. |
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A little late to the party, but just tested this fix and it looks like Schwab has further changed their formatting. Specifically, formatting the date in the transactions header from MM/DD/YYYY to YYYY/MM/DD -- manually changing the header of the transactions CSV took no time and worked for me. As for the positions CSV, this worked for me if I exported the CSV from 'Legacy View', but their new default CSV was incompatible. I might try to update this fix but considering how often they seem to change their formatting I don't know how useful it would be long-term. |
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FWIW I think the Schwab csv importer should perhaps be abandoned/removed. I contributed it originally but I've found they change their CSV formats constantly and so I've stopped using it, maintaining it seems like more work than manually entering transactions. (Though I guess that depends how many transactions you have.) |
This change needs to adjust the ledger account name. I've updated the tests, please see
journal.beancountfile for the changes needed.I only have a brokerage account, so I cannot test the Intelligent Profilio and Checking account, but I updated them to the best of my knowledge. At least, this PR gets the brokerage account only working again.