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fidelity ynab

converted
0
kept
0
wash pairs
0
auto-buys
0
total rows
what is this?

If you use YNAB to budget and you've ever tried importing Fidelity's transaction history, you already know it doesn't just work. Fidelity hands you a CSV YNAB won't accept, and every dividend lands in your account twice: once as cash coming in, then again as a same-amount reinvestment going right back out. Drop the file here and you'll get back a version YNAB will take, with the duplicate dividend pairs already paired off and removed. The conversion runs in your browser, so the file stays on your computer.

YNAB's CSV format is documented here.