Re: [Hx] import and export

[Hel...@gibhenry.com]

Thank you .  Sounds like that would work.  I dowwmloaded bbedit but got lost in not knowing what I had to

do.  Spent do much time on this.  Gave up and just added the stock portfolio value at the end of the month when I balance.  Not the same or as good in that is not individual stocks and their movement.  

-----Original Message-----
From: Lenny Eiger <Hel...@gibhenry.com>
To: Helix-L Discussion List <Hel...@gibhenry.com>
Sent: Fri, Oct 22, 2021 12:34 pm
Subject: Re: [Hx] import and export

I do this as well, from my bank and credit card companies. They aren't set up for automation.

I presume you can export the files just fine. Once you have them you need to make some changes. I often open up the files in Numbers, and remove some of the columns. Then I save it out as a tsv and open it in BBEdit so I can change the records separators to "Unix" which changes the record endings to linefeeds instead of carriage returns, which won't import into Helix.

It's a setting at the bottom of the page, rather than having to use Find and Replace. There are other ways to do this, but BBEdit is a great tool and I'm happy to support them...

Lenny

On Oct 22, 2021, at 10:17 AM, gvis...@aol.com <Hel...@gibhenry.com> wrote:

My brokerage has a form that can be downloaded.  This form contains among other things, the 

timely pr/share of all of ones holdings.  I would like to update those numbers in my Helix 

application.  Previously done with dump and load. So I find import and export useful.  Only need to know

how to achieve it.  What did you mean by dynamic?   I am not a skilled Helix user but have managed to

crate a program for stocks and options which I still depend on.  Still using Mojave. At 90 it becomes

a little more difficult changing and acomplising .  Thanks for your reply

-----Original Message-----
From: Lenny Eiger <Hel...@gibhenry.com>
To: Helix-L Discussion List <Hel...@gibhenry.com>
Sent: Thu, Oct 21, 2021 11:48 am
Subject: Re: [Hx] import and export

I will add that exporting and importing has very little use. It might be great for exporting a list for analysis in Excel, or Numbers, but beyond that that interactions should be dynamic.

Lenny

ei...@databright.com

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