In this article, you'll find all the information you need to import your transactions from Young Platform to Finbooks via CSV.
â ïž You must import the complete history of your Young Platform account
The Account Statement must cover the entire period of account usage, from the first day you used Young Platform 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 CSV file from Young Platform
Follow these steps to download a CSV file from Young Platform:
go to Young Platform and click on the profile icon at the top right
in the menu that opens, click on Report Center
in the new window, you can download two different CSV files:
Movements
Orders
select the start and end dates of your transactions
then click the Download report button to download your file
important: remember to repeat the operation for both files (Movements and Orders)
you will receive an email with a link (valid for 10 minutes) from which you can save the file to your computer
Import your Young Platform CSV files into Finbooks
To learn how to import your CSV file into a new connection or an existing one, please check out this article.