ML Dividend Reinvest Was: Chase and CATEGORY in ofx

Bob Ewart bob-ewart at bobsown.com
Tue Sep 27 22:13:50 UTC 2016


On 09/27/2016 05:53 PM, Jack wrote:
> dropping all the payee stuff, concentrating on the ML dividend 
> reinvestment issue
>
> On 2016.09.27 17:45, Bob Ewart wrote:
> [snip...]
>> I wrote a little perl program to switch the name and memo fields and 
>> to rename the files into a yyyy-mm... format so they sort properly in 
>> Dolphin.  Later I added code to handle the dividendreinvestment 
>> problem which nobody seems to know how to handle.
> [snip...]
>
> Are you willing to share this?  I do direct connect downloads, and 
> that seems to import only as a single dividend transaction, so I just 
> manually change it to reinvest, enter the number of shares and retype 
> the total amount, letting KMM calculate the price per share.  However, 
> automating that would certainly save me some effort every month.
>
> Jack
>
Certainly

I sent Jack a copy, is anyone else interested?


Bob



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