PDF import from DeGiro

English Import/export
40

I understand the issue is how to get dividends into PP.

I use PP for share performance and a cashbook to help with my tax return. My dividends go into a bank account which I export and import into a cashbook. My broker account in PP is exported, reformatted, and imported into a cashbook.

  1. Import bank transactions into cashbook then export a file from the cashbook and load it into PP as demonstrated by Get Dividend CSV File.
  2. PP Export CSV, Security Account then reformat transactions and import into the cashbook.
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