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INSTRUMENTS & EVENTS

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TRANSACTIONS IMPORT

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Download templateFill the XLSX templateUpload and reviewFormat RulesNeed Help?

Universal Import

Universal Import lets you import transactions to any account using one FundStat XLSX template.

Download XLSX template

1. Download the template

Download the XLSX template from FundStat. It contains examples and an instruction area with accepted transaction types.

2. Fill the XLSX template

Fill one row per transaction in the Template sheet, then save the workbook as XLSX. You can use Excel, Google Sheets, LibreOffice, or another spreadsheet program.

3. Upload and review

Upload the XLSX file in Universal Import mode, verify the column mapping, then review the transactions and confirm the import.

XLSX Template Rules

  • Date must use DD-MM-YYYY, optionally with HH:MM:SS.
  • Stocks and ETFs use CODE.ISO country format, for example SXR8.DE or AAPL.US. Cryptocurrencies use CRYPTO-PAIR.CC, for example BTC-USD.CC. Polish Treasury bonds use the series code only, for example EDO0436. Cash-only rows can leave Symbol empty.
  • Quantity, Price, and Total value accept dot or comma decimals.
  • Price is always in the asset currency for BUY and SELL. Total value is in the Currency column.
  • Fees and taxes are separate rows using FEE, FEE-REFUND, TAX, or TAX-REFUND.
  • Your account’s automations apply to this import: auto-topups skip deposits, auto-conversion skips currency exchanges, and auto-dividends skips dividends and dividend reversals. Withdrawals, fees, and taxes remain available.

Need Help?

Signed in to FundStat? Ask AI help in the app. It knows the FundStat docs and can look at your accounts and transactions to answer right away.

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Still stuck? Reach out to us. Our Discord server is FundStat’s main support channel, including help with individual cases, and usually the fastest way to get a reply.

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You can also email us at contact@fundstat.pl.