In this article, you'll find all the information you need to import your transactions from Swissborg to Finbooks via Excel file.
â ïž You must import the complete history of your Swissborg account
The Account Statement must cover the entire period of account usage, from the first day you used Swissborg 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 Swissborg Excel file
Follow these steps to download a Excel file from Swissborg:
in your Swissborg app click on your Profile
from the menu displayed click on Account Statement
in the new page fill in all the necessary fileds:
starting date
ending date
currency
desidred file format, select Excel File
lastly click on the Excel File button to proceed to the download
Import your Swissborg Excel file into Finbooks
To learn how to import your Excel file into a new connection or an existing one, please check out this article.