In this article, you'll find all the information you need to import your transactions from Revolut to Finbooks via CSV file.
What you need to upload to Finbooks
To connect Revolut to Finbooks, you need to upload the following statements depending on the activity carried out on the app and the products used:
Brokerage account
Commodities
CFDs
⚠️ You must import the complete history of your Revolut account
The Account Statement must cover the entire period of account usage, from the first day you used Revolut until the date you download the report. If the full history cannot be downloaded in a single file, you can upload multiple CSV files, as long as together they cover the whole period without gaps.
How to download the Revolut statements
Follow these steps to download Excel files from Revolut:
open the Revolut app on your smartphone
from the menu at the bottom, select Invest
click on More, then select Statements
click on Brokerage account
click on Statement, select CSV as format and set the desired time range
lastly, click on the Generate button
ℹ️ Request for additional files
Repeat the procedure described above for Commodities and CFDs files if you have also used that type of financial product.
How to import your file into Finbooks
To learn how to import your Excel file into a new connection or an existing one, please check out the dedicated article on how to upload a file to Finbooks.