In this article, you'll find all the information you need to import your transactions from BG Saxo.com to Finbooks via CSV.
What to upload
To connect BG Saxo to Finbooks, you'll need the transaction report.
This file contains your orders, dividends, transactions, and interest.
â ïž You must import the complete history of your BG Saxo account
The export must cover the entire period of account usage, from the first day you started using BG Saxountil 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 the Excel file
Follow these steps to download the Excel file from the BG Saxo platform.
log in to your BG Saxo account and click on the profile icon in the top right corner
in the Account Activities and Reports menu, click on Report Overview
click on Transaction Report
set the date range. As the start date, select the first day you started using BG Saxo. As the end date, select today's date (or yesterday), then click on Export.
You may need to expand the slider to select the period and then click Export.
in the Transaction report export window, make sure the Include details toggle is on, then click on Download Excel
download the Excel file to your device
đš The Include details toggle must be switched on
If you download the report with the âInclude detailsâ toggle switched off, the file will not contain the information required for import, and you will need to repeat the export.
Import your Transaction Report 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.