Accelerate you or your client's investment accounting with Xero

Latest Version

Version
0.0.4
Update
May 27, 2020
Size
416KiB
Developer
Category
Users
22
Rating
1 ★
Manifest Version
2
Web Store Status
Languages Support
English
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Permissions
Tabs
Storage
*://*.fidelity.com/*
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Fidelity to Xero Journal Entry Extension

Scrape Fidelity brokerage data from Fidelity HTML statements to a CSV file ready for import to Xero as a journal entry.

Code the statement to Xero G/L accounts once and re-use each month to use Xero as your personal budgeting and financial statement preparation tool.

This extension scrapes:

Cash movements
Taxable interest and dividends
Gains
Nontaxable interest and dividends
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "name": "Fidelity to Xero Journal Entry", "version": "0.0.4", "description": "Accelerate you or your client's investment accounting with Xero", "homepage_url": "https://template", "manifest_version": 2, "permissions": [ "tabs", "storage", "*://*.fidelity.com/*" ], "content_scripts": [ { "all_frames": false, "js": [ "js/contentBundle.js" ], "matches": [ "*://*.fidelity.com/*" ], "run_at": "document_start" } ], "background": { "page": "background.html" }, "browser_action": { "default_icon": "img/icon-16x16.png", "default_popup": "popup/popup.html", "default_title": "Accelerate you or your client's investment accounting with Xero" }, "icons": { "48": "img/icon-48x48.png", "128": "img/icon-128x128.png" }}
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How to download and manually install Fidelity to Xero Journal Entry extension for Chrome

Looking for a way to install Fidelity to Xero Journal Entry extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Fidelity to Xero Journal Entry extensions manually, this article outlines two simple methods to effortlessly install Fidelity to Xero Journal Entry extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Fidelity to Xero Journal Entry extension and manually install through Drag &Drop

If you ever need to manually install a Fidelity to Xero Journal Entry extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Fidelity to Xero Journal Entry Extension by clicking the "Download CRX" button on the website.

Look for the Fidelity to Xero Journal Entry extension you wish to install. Go to the website and download the Fidelity to Xero Journal Entry extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Fidelity to Xero Journal Entry extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Fidelity to Xero Journal Entry extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Fidelity to Xero Journal Entry extension for Chrome and install in Developer Mode

This is another method to install Fidelity to Xero Journal Entry extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Fidelity to Xero Journal Entry extension file

Select and download the Fidelity to Xero Journal Entry extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Fidelity to Xero Journal Entry extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Fidelity to Xero Journal Entry extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Fidelity to Xero Journal Entry extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Fidelity to Xero Journal Entry extension in 2 ways. We hope this guide proves helpful.

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