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How can I import my JM Financial Broker Ledger to MProfit?

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  • How can I import my JM Financial Broker Ledger to MProfit?



    1. Login to JM Financial backoffice.


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    2. Go to the Equity Broking tab. Next, click Combined Ledger - All Segments.


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    3. Select your time period. Next, click on Generate Report.


    Click image for larger version  Name:	3.PNG Views:	3 Size:	158.9 KB ID:	1177


    4. Click on the Excel Icon to export the file in Excel format.


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

    6. From MProfit, use the "JM Financial Excel - Ledger (v2)" template to import your file.


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    7. Here is the image of the sample backoffice file from JM Financial.


    Click image for larger version  Name:	JM_Financial_Excel_Ledger_v2_Sample.png Views:	3 Size:	89.6 KB ID:	1180
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