Finbooks

In this article, you'll find all the information you need to import your transactions from Directa to Finbooks via CSV.

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To connect Directa to Finbooks, you’ll need the Full transaction history CSV. This file contains the full history of your Directa account, including trades, cash movements, and fees.

⚠️ You must import the complete history of your Directa account

The Account Statement must cover the entire period of account usage, from the first day you used Directa 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 full transaction history

Follow these steps to download the CSV file from Directa:

login to your Directa account and click on Account at the top of the page

now click on Movements from the left side menu

click on the calendar icon displayed in the upper right corner of the screen

click on Comma separated file (CSV), lastly click on the Export button

1. login to your Directa account and click on Account at the top of the page
 
 
 
2. now click on Movements from the left side menu
 
 
 
3. click on the calendar icon displayed in the upper right corner of the screen
 
 
 
4. now click on the Excel icon
 
 
 
5. click on Comma separated file (CSV), lastly click on the Export button

To learn how to import your CSV file into a new connection or an existing one, please check out the <a href="https://help.finbooks.com/en/articles/8271835-come-importare-un-file-csv">dedicated article</a> on how to upload a CSV file to Finbooks.

Connect Directa to Finbooks via CSV file

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Connect Directa to Finbooks via CSV file

What to upload

How to download the full transaction history

Import your CSV file into Finbooks