Erste - Import
Download two types of CSV files from Erste: “Raport transakcji” for buys and sells, and the cash “Historia operacji” for deposits, withdrawals, dividends and fees.
Step 1
Open your account history
Log in to the Erste app. Click the account name in the top-right corner and open “Historia” (History).
Step 2
Download the CSV files
Select the desired date range and download both files (transaction history and financial operation history) as CSV.
Step 3
Import the files into FundStat
In FundStat, select the Erste import. Upload “Raport transakcji” to the field on the left or “Historia operacji” to the field on the right. Check the column mapping and preview, then confirm the import. Once it is complete, start a new import for the next file.
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