Import Transactions csv

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Import Transactions csv

Login Etrade.

Select “Trading & Portfolios tab”. Click “Transaction History” link. Make sure show “Non-Cash Transactions” is selected and “Sweep Activities” is deselected.

Select Time Period to export. Click Download. Select “Spreadsheet Format Excel”. Download. CSV file will be downloaded as “DownloadTxnHistory.csv”


Start TradingDiary Pro. Click on the Import/Import.. menu. Select ETrade CSV from the list. In the file selector window select the previously saved file.