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Strategies & Market Trends : Income Taxes and Record Keeping ( tax )
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To: swisstrader who wrote (2593)1/2/2000 11:29:00 AM
From: buckhead26  Read Replies (1) of 5810
 
RE: Etrade buy/sell transaction capture.

Here are the steps to do an Etrade Data Import:
1) Display Activity; Check Date Range,Select Range
2) Copy (right click, select "copy")
3) Paste into a new WORD document. Save as TXT ONLY file XXX.
NOTE: You must do this step, because a direct paste to excel will not work correctly. Try it for yourself.
4) Excel - Start with a New workbook; Open TXT ONLY file XXX; Folow Delimit Prompts, Verify Cell Breaks! Select FINISH.

VOILA!

5) Cleanup - Minor, Remove bad lines; Adjust/Pos Amts on Sales, Delete Bad Lines, Remove Dead Columns

Now you have captured all your buy/sells.

NOTE: You will still need to adjust for splits and acquisitions, but the grunt work of manual retyping is avoided.

buck

PS I have similar but different procedures for Datek and Waterhouse. Etrade also supposedly has direct load feature for Quicken and Money, but my initial experience w/Money import left me concerned about this. Will try in 2000.
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