{"id":93,"date":"2015-03-14T19:59:22","date_gmt":"2015-03-14T19:59:22","guid":{"rendered":"http:\/\/www.equitystat.com\/wordpress\/?p=93"},"modified":"2021-09-06T23:51:09","modified_gmt":"2021-09-06T23:51:09","slug":"importing-your-transactions-into-equitystat","status":"publish","type":"post","link":"https:\/\/www.equitystat.com\/wordpress\/?p=93","title":{"rendered":"Importing your transactions into EquityStat"},"content":{"rendered":"

Do you have a lot of transactions that you need to import into EquityStat that you don’t want to manually enter? If so then you can use EquityStat’s import feature to import these transactions.<\/p>\n

To import your transactions first get these transactions into a CSV (comma separated variable) file. The easiest way to generate a CSV file is to use Excel or any other spreadsheet application. With Excel you can enter your data into a spreadsheet and then save the file as a CSV file.<\/p>\n

The CSV file must be in a certain format for you to import your transactions into your portfolio. The first line in the file must identify what each column is. The following column indentifiers are valid – Symbol<\/b>, Date<\/b>, TranType<\/b>, Quantity<\/b>, Price<\/b>, Amount<\/b>, Commission<\/b>.<\/p>\n

The valid values for the TranType<\/b> column are Buy<\/b>, Sell<\/b>, Div<\/b>, Rediv<\/b> (Re-invested Dividend), Longcg<\/b> (Long-Term Capital Gain), Shortcg<\/b> (Short-Term Capital Gain), Relongcg<\/b> (Re-Invest Long Term Capital Gain), Reshortcg<\/b> (Re-Invest Short Term Capital Gain).<\/p>\n

If you have a TranType value of Div<\/b> then you will need an Amount<\/b> column and you will not need the Quantity and Price column. If you have a TranType value of something other than a non re-invested dividend or non re-invested capital gain, you will need a Quantity<\/b> and Price<\/b> column. All rows must have a Symbol and Date column.<\/p>\n

Here is a screen shot of a sample Excel file in the proper format.<\/p>\n

\"Import<\/a>
Import transactions into EquityStat<\/figcaption><\/figure>\n

Once you have your data entered in your spreadsheet, save it as a CSV file.<\/p>\n

Next,\u00a0login to your portfolio and\u00a0\u00a0click the New menu and choose Import Transactions.\u00a0 Then from the Import page, upload your CSV file from your computer.\u00a0 The transactions that will be imported will then be displayed.\u00a0 If everything is correct, continue the import process.<\/p>\n

If you have any questions with how to do an import, feel free to contact our support desk by clicking the Help link from our home page.<\/p>\n","protected":false},"excerpt":{"rendered":"

Do you have a lot of transactions that you need to import into EquityStat that you don’t want to manually enter? If so then you can use EquityStat’s import feature to import these transactions. To import your transactions first get these transactions into a CSV (comma separated variable) file. The easiest way to generate a […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[33,7],"class_list":["post-93","post","type-post","status-publish","format-standard","hentry","category-equitystat-news","tag-import","tag-tips"],"yoast_head":"\r\nImporting your transactions into EquityStat - EquityStat Blog<\/title>\r\n<meta name=\"description\" content=\"How to import transactions into EquityStat's portfolio manager.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.equitystat.com\/wordpress\/?p=93\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Importing your transactions into EquityStat - EquityStat Blog\" \/>\r\n<meta property=\"og:description\" content=\"How to import transactions into EquityStat's portfolio manager.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.equitystat.com\/wordpress\/?p=93\" \/>\r\n<meta property=\"og:site_name\" content=\"EquityStat Blog\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/equitystat\/\" \/>\r\n<meta property=\"article:published_time\" content=\"2015-03-14T19:59:22+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2021-09-06T23:51:09+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/03\/importexcel.gif\" \/>\r\n<meta name=\"author\" content=\"equitystat\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:creator\" content=\"@equitystat\" \/>\r\n<meta name=\"twitter:site\" content=\"@equitystat\" \/>\r\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"equitystat\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93\",\"name\":\"Importing your transactions into EquityStat - EquityStat Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/03\/importexcel.gif\",\"datePublished\":\"2015-03-14T19:59:22+00:00\",\"dateModified\":\"2021-09-06T23:51:09+00:00\",\"author\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#\/schema\/person\/7997892badd307e7e260096f0f460390\"},\"description\":\"How to import transactions into EquityStat's portfolio manager.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.equitystat.com\/wordpress\/?p=93\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93#primaryimage\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/03\/importexcel.gif\",\"contentUrl\":\"https:\/\/www.equitystat.com\/wordpress\/wp-content\/uploads\/2015\/03\/importexcel.gif\",\"width\":544,\"height\":322},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/?p=93#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.equitystat.com\/wordpress\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Importing your transactions into EquityStat\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.equitystat.com\/wordpress\/#website\",\"url\":\"https:\/\/www.equitystat.com\/wordpress\/\",\"name\":\"EquityStat Blog\",\"description\":\"Manage all your investments with EquityStat\u2019s portfolio tracker. 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