📝 Information
This article explains how to export your transaction history from Finary in order to import it into Waltio.
👉 Useful for capital gains calculation and ensuring better data quality.
📂 How to access your data
Log in to your Finary account.
Click on "Export transactions".
Please specify the appropriate date range. Be sure to include all your transactions from every year.
📤 How to export your data
Once the export is ready, download the CSV file.
Do not open or rename the file.
➕ How to add your data to Waltio
Go to the Import a file page on Waltio.
Upload this file.