In this article, you'll find all the information you need to import your transactions from YouHodler to Finbooks via CSV.
â ïž You must import the complete history of your YouHodler account
The Account Statement must cover the entire period of account usage, from the first day you used YouHodler until the date you generate the report.
If the full history cannot be downloaded in a single export, make sure that all uploaded files together cover the full period without gaps.
How to download the YouHodler CSV file
Follow these steps to download a CSV file from YouHodler:
login into your YouHodler account
go to the Transactions section of your profile
click on the Export button
select the CSV format
click on the Export button again to download your transaction history
Import your YouHodler CSV files into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out this article.