PDF import from DeGiro

Hello @Jok
Welcome to the forum of PP. :slightly_smiling_face:

There are two PDF documents at Degiro.
One is the “account”, here bookings and DIvidenden are recorded.
In the “transaction” all purchases and sales are recorded.

If this does not work correctly, then please create a PDF debug.
How this works, you can see best in the video tutorial.

Video Tutorial:
Extract PDF documents for debugging

Greetings
Alex

Thank you very much @Nirus . Indeed, now I see it and it works.
Taking advantage of the thread: I also use Interactive Brokers and I am also testing the import with Flex queries.
As I see and have read in another thread, IB import separates dividends from withholding tax in 2 different transactions.
However, Degiro’s import incorporates everything in the same transaction.
Do you know if there is a way for Degiro to put it in 2 different transactions like the IB import does?
More than anything to have it all the same and not to mess with the reports.
Thank you very much for everything!

Hello,

For some reason this transaction doesn’t import and was preventing me from importing my Degiro Transactions.pdf for the whole period of its life.

PDFBox Version: 1.8.16
Portfolio Performance Version: 0.60.1
-----------------------------------------
<personal data>
Transacciones de 26-04-2021 a 27-04-2021
Fecha Hora Producto ISIN Bolsa Centro de Tipo de Costes dede ejecución Número Precio Valor local Valor cambio transacción Total
26-04-2021 15:35 GOODFOOD MARKET CORP CA38217M1005 TOR NEOE 100 8,20 CAD -820,00 CAD -546,67 EUR 1,5 -2,67 EUR -549,34 EUR
flatex DEGIRO Bank Dutch Branch, operando bajo el nombre de www.degiro.es Estado de cuenta
DEGIRO, es la filial holandesa de flatexDEGIRO Bank AG. clientes@degiro.es 2023-01-06
flatexDEGIRO Bank AG está supervisada principalmente por el
regulador alemán (BaFin) y registrada en DNB en Holanda. Amstelplein 1 1096 HA Página 1 / 1

Managed to add it manually and automatically import everything else, just fyi so it can work for future fellows.

1 Like

Hello @Okywan
Nice :+1:
If everything is ok, this should be included in the next release.

Regards
Alex

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Hi, I had some problems with Dividend when I imported the degiro account file:

The issue is that the currency my ETF ISHARES HIGH is EUR but the dividend is USD. So I can’t change the currency from EUR to USD because all my ISHARE HIGH CORP transactions are in EUR:

Account 2023.pdf.txt (57,0 KB)
Transactions 2023.pdf.txt (11,6 KB)

Thank you for your work!

Hello @mrN
…the same procedure as every year… :rofl:

Please create a PDF debug and post it here.
How this works, you can see best in the video tutorial.

Video Tutorial:
Extract PDF documents for debugging

Greetings
Alex

1 Like

@Nirus Sorry :slight_smile:

I have updated my post with debug info

Hallo @mrN
wenn alles i.O. ist, sollte die ab dem nächsten Release mit dabei sein.

Gruß
Alex

Hello. I would like to import account.pdf from Degiro in Czech language. It seems it is not supported. How can I help you to include it into next release? Note: I am blind and therefore I can’t use your video which shows how to debug the pdf… Thank you.

Hello @krecoun,

Thank you for helping to improve the importers.

To be honest, I have no idea how you navigate through PP’s menus. If we write down a full description of the video with all the required button clicks, etc., would you be able to follow it?
Sorry for my stupid questions, we just need to know in what way we can give you the description to create the PFD debug.

Or alternatively: would it be OK if you send the original PDF to an E-mail adress to which only @AndreasB /@Nirus have access? Your personal data will be kept confidential.

1 Like

Hello, thanks for a quick response. Well, I can use the app normally, all the menus etc… but maybe it would be easier if I send you the PDFs. Send me the mail address please. I can even provide you translations of some terms to English if you want.

@AndreasB & @Nirus: I hope I have not promised too much on your behalf. :blush: But I think to remember that you offered the possibility to send a PDF by mail before, @Nirus. Can you provide an email address?

1 Like

Hello @krecoun @OnkelDok
Yes, this is absolutely no problem.
Send the PDF debug to portfolio dot Performance dot help at gmail dot com
and write PDF Debug for Nirus in the subject of the email.

Greetings
Alex

1 Like

Hello, ok, I will. But what exactly is that PDF debug? Note that I can’t use the video you linked above.

Hello @krecoun
If users of Portfolio Performance do not want to provide us with the document, you have the possibility to provide us with an extraction of the document and post it here in the forum.

PDF debug for us is a PDF document or extraction that is not read correctly by Portfolio Performance.

In your case, since you send us the original, it is simply the PDF document.

Regards
Alex

Guys it’s not letting me upload my transactions pdf to text since the character limit is 32000 and I’ve got 64000 or so. What should I do?

You could copy and paste it into a text file and upload the file instead of.

New Documento de texto.txt (63,3 KB)
Thanks for the help!

What should I do now?

First step is to recreate the pdf extract. I had a look on your debug and it seems that you unfortunatly replaced personal informations with special characters. Of course you should replace your personal informations with anonym data, but please do it 1:1 with characters. For example replace Max Mustermann with Abc Abcdefghij

If you bring in other characters the debug may also in the future will fail.