In this article, you'll find all the information you need to import your transactions from DEGIRO to Finbooks via CSV.
What to upload
To connect DEGIRO to Finbooks, youâll need the Account Statement CSV. This file contains the full history of your DEGIRO account, including trades, cash movements, and fees.
â ïž You must import the complete history of your DEGIRO account
The Account Statement must cover the entire period of account usage, from the first day you used DEGIRO 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 Account Statement CSV
Follow these steps to download the CSV file from DEGIRO.
log in to your DEGIRO account
open the Inbox section
click on the tab Account statements
set the date range. As start date, select the first day you started using DEGIRO. As end date, select todayâs date (or yesterday)
select CSV as the export format
generate the report
download the CSV file to your device
Import your Account Statement CSV into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out the dedicated article on how to upload a CSV file to Finbooks.