📝 Description
This article explains how to export your transactions from Summ in order to import them into Waltio.
👉 Useful for consolidating all your trading transactions from Summ into your Waltio account.
⚠️ Warnings
Our tool only supports Comma separated CSV files.
Opening and saving a CSV file may alter its structure and block its automatic reading by our software.
Once downloaded, do not open the file or change its format or date settings.
💡 Recommendations
The default day and date format must be kept (do not change it to dd mm yyyy format).
📂 How to access your data
Log in to your Summ account and go to the Transactions page.
Click on the download icon (📥) located in the pagination bar at the top right of the page.
A modal window opens with two export options:
Transactions in filter : Exports all transactions matching the applied filters (e.g., 63 transactions)
Transactions on page : Exports only the transactions currently visible on the page (e.g., 25 transactions)
📤 How to export your data
Use the available filters (Date, Category, etc.) to select the transactions you want to export.
Select the desired option in the modal and click Export [number] transactions.
Your CSV file will be downloaded automatically. A confirmation will appear once the download is complete.
➕ How to add your data to Waltio
Go to the Import a file page on Waltio.
Upload this file.