The financial institutions do not have the date formatted for import yet. That will happen in late January/early February. You may be able to see the information on their sites and if you are eager to enter it now, you can key it in yourself. Otherwise wait to import it.
There is no fee to import data from your bank or broker, etc. You can do that with any version of the software.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
