Mapping Download File Fields
Investment Tracker for Excel has been designed to work with a variety of download files from different financila institutions but there is always the possibility that it will have trouble mapping the file fields or will map them incorrectly. If this turns out to be the case, just select the Manual option in the Field Mapping section of the Update Account form. With this option selected, you will be able to select the column headings for the asset data in your download file as described below.
With the Manual mapping option selected, the form below will appear when you click the Load Data button. Just click the range selection button in the text box.
The range input box will appear as shown below. Just ignore it and use your mouse to select the column heading for the stock, ETF, or mutual fund name or descriptions. Then click OK once you've made your selection. You will be returned to the form show above, then click OK again.
Just follow this process and do the same thing for the Stock/ETF/Mutual Fund symbol column heading, the follow it again for the share quantities column heading. Once you've mapped all three fields, you'll be returned to the Update Account form with all your account assets listed and you can proceed with the update.
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