Import Accounts & Holdings
Import Accounts
Import bank accounts, credit cards, and other financial accounts from a CSV file.
Required CSV Format:
| Account Name | Account Type | Institution | Balance | Currency |
|---|---|---|---|---|
| RBC Chequing | Checking | RBC | 5000.00 | CAD |
| TD TFSA | TFSA | TD Bank | 25000.00 | CAD |
Import Holdings
Import investment holdings (stocks, ETFs, mutual funds) from a CSV file.
Required CSV Format:
| Account | Symbol | Name | Type | Quantity | Book Value | Market Value |
|---|---|---|---|---|---|---|
| TD TFSA | XEQT | iShares Core Equity ETF | ETF | 100 | 3000.00 | 3200.00 |
| Questrade RRSP | VFV | Vanguard S&P 500 ETF | ETF | 50 | 5000.00 | 5500.00 |
How to Export Data from Canadian Banks & Brokerages
Banks (RBC, TD, Scotia, CIBC, BMO)
- Log in to your online banking portal
- Navigate to account statements or transaction history
- Select the date range for your data
- Look for "Export" or "Download" button
- Choose CSV format
- Download and save to your computer
Investment Brokerages (Questrade, Wealthsimple, etc.)
- Log in to your brokerage account
- Go to portfolio or holdings section
- Look for "Export Portfolio" or "Download Holdings"
- Select CSV format
- Download the file
- Clean up column headers if needed
Tips for Success
- Ensure CSV headers match the required format (case-insensitive)
- Remove currency symbols ($) from amounts - enter numbers only
- For liabilities (credit cards, loans), enter balances as positive numbers
- Create accounts first before importing holdings
- The system will update existing accounts/holdings or create new ones