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Add instructions for Saxo
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dickwolff committed Jan 16, 2025
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Expand Up @@ -20,6 +20,7 @@ This tool allows you to convert a multiple transaction exports (CSV) to an impor
- [Parqet](https://www.parqet.com/)
- [Rabobank](https://rabobank.nl)
- [Revolut](https://revolut.com)
- [Saxo](https://www.home.saxo/nl-nl)
- [Schwab](https://www.schwab.com)
- [Swissquote](https://en.swissquote.com/)
- [Trading 212](https://trading212.com)
Expand Down Expand Up @@ -112,6 +113,10 @@ Login to Rabobank and navigate to your investments. Navigate to "Transactions &

Open the Revolut app and open the "Invest"-tab. Press the "More"-button, and then choose "Documents". Select your investment account and select the first option, "Account statement". Choose the "Excel" option and select the date range. Then download the file and save it on your device. Convert the file from `.xlsx` to `.csv`. **Set the separation character to `,` (comma)!**

### Saxo

Login to your Saxo account. Go to your profile (button on the top-right), then choose "Transaction overview" (near the bottom). Click the blue "Export"-button and click the "Excel"-button to download the file and save it on your device. Convert the file from `.xlsx` to `.csv`. **Set the separation character to `,` (comma)!**

### Schwab

Login to your Schwab account. Go to "Accounts" then "History". Select the account you want to download details from. Select the "Date Range" and select "Export" (csv). Save the file.
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