CSV Upload/Download

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

Holdings Upload
Instead of adding your Holdings manually, you have the option to upload selected Asset Classes using a CSV file.  Start by clicking on “Upload CSV”, and do...
Thu, 16 Sep, 2021 at 5:26 PM
Transactions Upload
You can upload your transactions by going into any of your Holding's pages, and either manually input the transaction details, or upload a CSV...
Mon, 16 Aug, 2021 at 10:09 PM
Valuations Upload
You can upload your Valuations by going into any of your Holding's pages, and either manually input the transaction details, or upload a CSV f...
Mon, 16 Aug, 2021 at 9:51 PM
Balances Upload
You can upload the Balances of your Bank Accounts, Loans or Cash either manually or uploading a CSV file. You need to download the template, fill it in and ...
Mon, 16 Aug, 2021 at 9:52 PM
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