That sounds like a smooth solution. One of the benefits is that it appears to work directly with paper statements or their pdf equivalents. Thus no direct interaction between two frenemy company softwares--brokers and bankers are famous for guarding their data security, not so much for sharing their data. And @binyylee-yahoo-c has been using it successfully for a while! If people are interested, perhaps @binyylee-yahoo-c could even provide detailed steps about his process.
For me, I have had good success with my choice of two approaches:
1) Direct import when it works.
2) Summaries with supporting data when it doesn't work or I want to file sooner.
And as always, check your data once it is input--either using hashes--grouped sums that confirm everything in the group is fine, or line by line. My experience is that from time to time I need to make manual adjustments. If the IRS audits my return (with their computers, easy schmeezy), I want those numbers to line up so they say the equivalent of, "Move along. There is nothing to see here."
