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How to Import Stocks Transaction File from Moneyware Investment Software in Mprofit ?

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  • How to Import Stocks Transaction File from Moneyware Investment Software in Mprofit ?

    1. Login to Moneyware Investment software. Click on Print/Preview Icon.





    2. For Stocks- Click on Share/Debt tab and select Reports for 'Transactions'.

    Click on Brokerage Purchase Sale Register.





    3. Choose the period.





    4. Click on this icon to export the report. Once the report is exported change the file extension to .csv





    5. Enter the path with file name Overwrite/Ok.





    6. From MProfit Software use "Moneyware - Stocks - Transaction File" Template to import it.


    Click image for larger version  Name:	Moneyware stock123.PNG Views:	1 Size:	10.4 KB ID:	249


    7. Here is the image of the Sample Stocks Transaction File from Moneyware Investment Software.


    Click image for larger version  Name:	Moneyware_Transaction_File_Excel_Sample1234.png Views:	1 Size:	6.7 KB ID:	259
    MProfit Support
    Moderator
    Last edited by MProfit Support; 21-12-17, 12:33 PM.
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