Sheetlot

Schwab CSV → clean Sheets schema

Stop rewriting Schwab headers every month. Sheetlot maps Fees & Comm and actions into a canonical table—and merges other brokers if you have them.

Preview maps & exceptions

Broker dialects

Fees & Comm · YOU BOUGHT
IBCommission · Buy/Sell

Monthly ledger

trade_date,symbol,side,proceeds
source_amount,broker,source_file
source_row,review_flag

The problem

Schwab’s export layout breaks monthly Sheets pivots when mixed with Fidelity or IBKR files that use different column names.

How it works

  1. Export Schwab transactions as CSV.
  2. Upload in Sheetlot (add other brokers to merge).
  3. Preview the map → subscribe ($19/mo) → download.
Open the normalizerSchwab sample CSV

What you pay for

  • Accountant handoff pack with MANIFEST hashes
  • Saved maps (workspace + browser) and account identity
  • Broker totals, statement breaks, MoM multiset diff
  • $29/mo Pro desk — free preview does not export the full pack

Sheetlot is not a TurboTax importer and not tax advice. Official 1099-B feeds remain the filing source of truth.

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