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How can I import ICICI Bank Wealth Management account statement in MProfit?

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  • How can I import ICICI Bank Wealth Management account statement in MProfit?

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    1. Login to your ICICI Bank Wealth Management Account : https://www.icicibank.com/wealth-management/index.page





    2. From the left panel, select Detailed Statement.





    3. Select the period and click on Get Statement button.





    4. Scroll down. Select Download Details As: XLS file. Click on OK.





    5. The file will be downloaded in Excel format. You need to open the Excel file and save it in CSV (Comma delimited) (*.csv) format.

    6. In MProfit, select "ICICI Bank - Excel (Wealth Management)" template and import it.


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    7. Here is an image of the sample file from ICICI Bank.


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    Last edited by Shweta Rathod; 22-02-19, 12:34 PM.
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