๐ฅ
Degiro
LibreFolio imports DEGIRO's Account Statement: the CSV that records every movement of your account โ trades, fees, dividends, interest, deposits, withdrawals and currency conversions โ in any language DEGIRO offers.
๐ฅ How to Export
- Log in to the Degiro Client Portal.
- Open Inbox in the left sidebar, then Account Statement.
- Choose the Start Date and End Date: from your first deposit to today for the full history.
- Click Export, choose CSV and save the file (usually
Account.csv).
โ ๏ธ Common Pitfalls
Account Statement, not Transactions
DEGIRO's Transactions export lists only your orders: no dividends, deposits, withdrawals or currency conversions. If you upload it, LibreFolio recognises it, imports nothing and asks you for the Account Statement.
- Keep the file as exported. Any language works, as long as you do not add, remove or reorder columns, or change DEGIRO's day-month-year dates.
- Warnings in the file's language. Import warnings are in the language of the statement, whatever language LibreFolio uses: English, Dutch, German, French or Spanish, and English for any other.
๐ What Gets Imported
| In the statement | Imported as |
|---|---|
Buys and sells, such as Buy 5 APPLE INC@180,25 USD, in any language |
Buy or Sell: the sign of the amount gives the direction, the description gives the quantity |
Order fees (DEGIRO Transaction and/or third party fees) and exchange connection fees |
Fee |
| Stamp duty and financial transaction taxes on an order | Tax |
Dividends and their withholding tax (Dividend, Dividend Tax) |
Dividend and Tax, each in its own currency |
| Deposits and withdrawals | Deposit and Withdrawal |
Interest (Flatex Interest Income) |
Interest; interest charged to you becomes a Fee |
Promotional and courtesy credits (DEGIRO courtesy) |
Interest, keeping DEGIRO's description |
Currency conversions (FX Debit and FX Credit) |
One linked pair of FX conversions (see below) |
Amounts are imported as DEGIRO reports them, each in the currency of its own row.
๐ฑ Currency Conversions
DEGIRO books a conversion as two rows: the money leaving one currency and the money arriving in the other. LibreFolio imports them as one linked pair: in the wizard's Review it is a single row showing From, To and the rate the two amounts imply, selected and imported whole. It counts as two transactions in Import N transactions. DEGIRO's AutoFX cost is already inside the debited amount, so no separate fee is added.
๐ซ What Is Not Imported
Each kind below is listed in a warning during the import, with its original rows, so you can check them:
- Corporate actions (product or ISIN changes, splits, mergers, stock dividends and their cash settlements), money market fund rows and capital returns: LibreFolio does not import them automatically โ check the positions they affect.
- flatex withdrawal rows (
flatex Withdrawal): LibreFolio cannot tell whether money really left your account. If it did, add the withdrawal by hand. - Currency conversion rows without a partner: the other leg is missing from the file or cannot be identified.
- Rows with an unexpected sign for their type, such as a negative dividend.
- Trades whose quantity cannot be read from the description.
- Unrecognised rows: anything else LibreFolio could not classify.
Skipped without a warning: information lines without an amount, DEGIRO's internal bookings (cash sweeps, transfers to or from flatexDEGIRO Bank, reservations) and zero-amount lines that name no product, such as an interest of zero.