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Connect IG to Finbooks via CSV file

🟣 Traditional Finance guide

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


How to download your transactions CSV from IG

Follow these steps to download the CSV file from IG.

  1. log into My IG and open your live trading account

  2. go to History and select Transactions

  3. set the type to All and choose your desired Custom Period

  4. click Show History, then click Download CSV

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


Import your CSV into Finbooks

To learn how to import your CSV file into a new connection or an existing one, check out the dedicated article on how to upload a CSV file to Finbooks.

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