format_statement: Format Questrade statement

Description Usage Arguments Details Value

Description

Read an Excel statement exported from the Questrade and format it prior to writing as an OFX file.

Usage

1
format_statement(in_table)

Arguments

in_table

data.frame. Questrade statement read from an Excel file

Details

This function will:

1. Reformat date/times 2. Identify the type of action performed 3. Create unique transfer IDs

Currently supported actions are: Dividend, BuyMF, SellMF, Withdraw, Deposit, TransferIn and TransferOut.

Value

data.frame


AndyPL22/questradeOFX documentation built on May 17, 2019, 6:10 a.m.