CSV Upload/Download

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

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