Degiro - Importing Your Portfolio Transactions to ZuneMoney

Managing your investments just got easier! If you're a DEGIRO user, integrating your transactions into ZuneMoney is a seamless process that brings all your financial data under one roof. In this guide, we'll walk you through the steps to effortlessly import your DEGIRO transactions into ZuneMoney.

Step 1: Export Transactions from DEGIRO

To kick off the process, log in to your DEGIRO account. Navigate to the "Reports" section, where you can export your transactions. Choose the desired date range and select the file format as CSV for compatibility with ZuneMoney.

This is a very important step. Be sure to export your transactions file in CSV format, not PDF format.

Step 2: Access ZuneMoney

If you don't have a ZuneMoney account, sign up for one. Once logged in, head to the dashboard and click on "Add Activity" in the top menu. ZuneMoney supports various data sources, including DEGIRO.

Step 3: Choose DEGIRO as a Data Source

In the "Import Data" section, locate DEGIRO from the list of supported platforms. Click on it to initiate the import process.

Step 4: Upload Your CSV File

ZuneMoney simplifies the process by accepting CSV files. Upload the DEGIRO CSV file you exported in Step 1. The platform will automatically map the relevant fields, ensuring accurate and hassle-free data transfer.

Step 5: Review and Confirm

ZuneMoney will present a preview of your DEGIRO transactions before finalizing the import. Take a moment to review the data to ensure accuracy. Once satisfied, confirm the import, and watch as ZuneMoney transforms your raw transaction data into insightful portfolio analytics.

Benefits of Using ZuneMoney for DEGIRO Transactions:

1. Holistic Portfolio View: ZuneMoney provides a comprehensive overview of your entire investment portfolio, bringing together DEGIRO data and other financial assets.
2. Automated Tracking: Say goodbye to manual input. ZuneMoney's intuitive interface automates the tracking process, saving you time and reducing the risk of errors.
3. Performance Analytics: Gain valuable insights into the performance of your DEGIRO investments. ZuneMoney's analytics tools help you make informed decisions based on real-time data.
4. Customizable Reports: Tailor reports to your preferences. ZuneMoney lets you generate customized reports, making it easy to analyze your DEGIRO transactions from various angles.

By integrating DEGIRO transactions into ZuneMoney, you're streamlining your financial management and gaining a deeper understanding of your investments. Take advantage of the seamless import process, and elevate your portfolio tracking experience with ZuneMoney today!