Finbooks

In this article, you'll find all the information you need to import your transactions from Trading 212 to Finbooks via CSV.

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To connect Trading 212 to Finbooks, you'll need the account history export CSV. This file contains your orders, dividends, transactions, and interest.

⚠️ You must import the complete history of your Trading 212 account The export must cover the entire period of account usage, from the first day you started using Trading 212 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.

Follow these steps to download the CSV file from the Trading 212 app.

open the Trading 212 Invest app and tap the portfolio icon in the bottom menu

in the History screen, tap the download icon in the top right corner

- set the time period: as start date, select the first day you started using Trading 212; as end date, select today's date (or yesterday)
 
- under Data included, make sure Ordini, Dividendi, Transazioni, and Interesse are all checked
 
- tap Esporta CSV

1. open the Trading 212 Invest app and tap the portfolio icon in the bottom menu 
 
 
 
2. tap History 
 
 
 
3. in the History screen, tap the download icon in the top right corner 
 
 
 
4. in the Export history screen:
 
 - set the time period: as start date, select the first day you started using Trading 212; as end date, select today's date (or yesterday)
 
 - under Data included, make sure Ordini, Dividendi, Transazioni, and Interesse are all checked
 
 - tap Esporta CSV
 
 
 
5. download the CSV file to your device

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 Trading 212 to Finbooks via CSV file

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Connect Trading 212 to Finbooks via CSV file

What to upload

How to download the CSV file

Import your CSV into Finbooks