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Import data from anywhere

Finbooks integrates 600+ sources across brokers, trading accounts, banks, wallets and crypto exchanges. Secure, read-only connections.

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Custom connections

Download the CSV file, convert it to the custom format using the guides, and upload the transactions.

Custom integrations option – integrations page visual

Manual transactions

Easily add manual incoming, outgoing or trade transactions so you don't miss anything.

Manual data import option – integrations page visual