In this article, you'll learn how to download your transaction history from RoboMarkets and then import it into Finbooks.
â ïž You must import the complete history of your Robomarkets account
The export must cover the entire period of account usage, from the first day you started using Robomarkets until the date you generate the export.
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 your transaction history from RoboMarkets
Follow these steps to download your report from RoboMarkets:
log in to your RoboMarkets trading platform
open the History section
click on Reports
select the desired time period. Make sure that the selected period covers your entire relevant transaction history on RoboMarkets
select the desired file format (CSV) for the report
generate the report
The report will be generated automatically and sent to the email address linked to your RoboMarkets account.
The report contains a summary of your account activity, including realized gains, dividends, and other transactions that affected your account balance.
Import your CSV file into Finbooks
To learn how to import your CSV file into a new or existing connection, please check out the dedicated article on how to upload a CSV file to Finbooks.