In this article, you'll find all the information you need to import your transactions from Robinhood to Finbooks via CSV file.
What to upload
To connect Robinhood to Finbooks, youâll need the Statement report
â ïž You must import the complete history of your Robinhood account
The Account Statement must cover the entire period of account usage, from the first day you used Robinhood 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 Statement report
Follow these quick steps to download the CSV file from Robinhood:
click on Account at the top right corner
from the dropdown menu click on Tax center
in the new page click on Reports and statements
you will visualize the list of statements divided per year and ready to download by clicking on Download CSV
alternatively, you can set your preferred time range and lastly click on Generate report
Import your Robinhood file into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out this article.