In this article, you'll find all the information you need to import your transactions from Fineco to Finbooks via Excel.
What to upload
To link Fineco to Finbooks, you will need the following files:
Titoli
Fondi
Movimenti Dossier
â ïž Attention
The Account Statement must cover the entire period of account usage, from the first day you used Fineco until the date you generate the report.
If you are unsure of the exact start date, we recommend selecting January 1st of the first year you started using Fineco to ensure full coverage.
How to download the Excel files
Follow these steps to download the Excel file from Fineco:
log in to your Fineco account and click on Portfolio in the top menu
from the new menu, select Reports and then Orders and Accounts
use the Filters button to set the desired time period, then click the Export to Excel button
repeat the procedure for Titoli, Fondi and Movimenti dossier
Import your Excel 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.