In this article, you'll find all the information you need to import your transactions from Freedom 24 to Finbooks via Excel.
What to upload
To link Freedom 24 to Finbooks, you will need the following file: Trade report for a tax return.
â ïž You must import the complete history of your Freedom 24 account
The Account Statement must cover the entire period of account usage, from the first day you used Freedom 24 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 Excel file
Follow these steps to download the Excel file from Freedom 24:
log in to your Freedom 24 account and click on Member area in the top menu
now click on Brokerage reports
then click on Trade report for a tax return
select all account, the year and the currency. Repeat the procedure for each year you need to import
lastly, click on the XLS button to generate the file
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.