In this article, you'll find all the information you need to import your transactions from Trade Republic to Finbooks via CSV.
What to upload
To connect Trade Republic to Finbooks, you'll need the transactions export CSV. This file contains your account's transaction history for the period you select.
â ïž You must import the complete history of your Trade Republic account
The export must cover the entire period of account usage, from the first day you used Trade Republic until today's date.
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 transactions CSV
Follow these steps to download the CSV file from the Trade Republic app.
open the Trade Republic app and tap on the profile icon on your account home screen, then click on Account statements in the Services section
in the Account statements section click on Transaction export
set the date range. As Start date, select the first day you started using Trade Republic. As End date, select today's date
tap Create to generate the export
download the CSV file to your device
Import your CSV into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out the dedicated article on how to upload a CSV file to Finbooks.