All F2O Users must act to download new transactions from Fidelity

[Cal Learner]

Fidelity has changed the format of the Accounts_History*.csv files for me and I presume everybody.

Before running the revised F2O.py from the  F2O_beta20A.zip   upload, you must modify your F2O_cfg.py to change the IGNORE_BEFORE_YYYYMMDD="20260202" entry to something like
IGNORE_BEFORE_YYYYMMDD="20260701"

For me, I had transactions from June 30, so my date needed to be the day after that. If your last transactions from F2O was earlier, then act accordingly. The date format is yyyymmdd where mm, for example stands for a 2-digit month.

Using any older version will not find any new transactions. That is because the revised lines in  Accounts_History*.csv have dates in the form MM-DD-YYYY rather than the previous MM/DD/YYYY format.  So while the new code will accept either format, the older code will ignore transactions with the new format.

It is important to set the IGNORE_BEFORE_YYYYMMDD="20260701" in F2O_cfg.py before downloading and running the new code. That is because OFX uses a unique "FITID" (FInancial Transaction IDentifier)  for each transaction to recognize that this transaction has already been downloaded. F2O generates the FITID by hashing the record in the CSV. So with the change in CSV format, the FITID will change. You would get duplicates. You don't want that.

F2O_beta20A.zip has been uploaded to https://drive.google.com/drive/folders/1-4fBbRxaPhNYZK0gNHuZ3n-Bdoncy2aR (the usual place)

If you did not have the  IGNORE_BEFORE_YYYYMMDD="20260701"  in place before running the new code, restore a backup to get rid of the new transactions. Set the  IGNORE_BEFORE_YYYYMMDD="20260701"  and then run F2O again.

[Cal Learner]

I keep finding other changes... for example, where the Type column used to have Cash, Margin, or Financing, it now has "Precious Metals / Loaned Securities" instead of "Financing".

This may not affect you, but still, you might wait for things to settle a bit, or make sure you are making enough backups. And if there are those who do not keep multiple backups, this would be a good time to rethink that.