CSV Upload/Download

Upload and Download your holdings, balances, transactions and valuations in CSV format

Uploading you data manually: introduction
To upload your Holdings manually, you need to click/tap on the "Add Holding" button on your Home page, and then "create" them individual...
Wed, 5 Feb, 2025 at 2:06 PM
Transactions upload
You can upload your Transactions by going into any of your Holdings' and either manually inputting the Transaction details, or uploading a CSV file. If...
Tue, 7 Jan, 2025 at 11:18 AM
Valuations Upload
You can upload the Valuations for any manual Holding or any manual Position/Token/Precious Metal by accessing the relevant investment page, and either manua...
Tue, 7 Jan, 2025 at 11:23 AM
Balances Upload
You can upload the Balances of your Current Accounts, Loans & Mortgages or Cash either manually or uploading a CSV file. You need to download the templa...
Tue, 7 Jan, 2025 at 11:28 AM
CSV upload: date format
When you are uploading data on Exirio with a CSV file (Holdings, Transactions, Valuations or Balances) please use  dd/mm/yyyy as date form...
Mon, 16 Aug, 2021 at 9:48 PM
Data Download
You can download all your data, at any time.  From your Home page, go to the Holdings table and download a CSV file with the full list of investments, loan...
Tue, 4 May, 2021 at 11:11 AM
Airbnb CSV
You can import your full transaction history for any property on Airbnb with a simple CSV upload. From your page on Airbnb, select Menu->Transaction Hist...
Tue, 7 Sep, 2021 at 12:51 PM
CSV standards and common issues
"A comma-separated values (CSV) file is a delimited text file that uses a comma to separate values. Each line of the file is a data record. Each record...
Tue, 2 Nov, 2021 at 12:55 PM