Has anyone tried uploading/importing account positions into Wealth Planner? I tried uploading an excel file but it didn’t allow me.
Has anyone tried uploading/importing account positions into Wealth Planner? I tried uploading an excel file but it didn’t allow me.
Looks like you didn’t save it as csv file. Save the excel file in csv format and choose that to upload. it should work.
Thanks Ken. I should have thought about it.