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2 | Template Sheet - Portfolio Dividend Tracker v2 | ||||||
3 | Import your portfolio actions with PDT with Google Sheets | ||||||
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6 | For instructions, please visit our manual | ||||||
7 | NL: | https://help.portfoliodividendtracker.com/article/126-import-google-sheets | |||||
8 | EN: | https://help-en.portfoliodividendtracker.com/article/141-import-google-sheets | |||||
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10 | Converter | ||||||
11 | For some brokers we made it possible to convert your broker actions to the Google Sheets template: | ||||||
12 | http://converter.portfoliodividendtracker.com | ||||||
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14 | Getting started | ||||||
15 | - To retrieve broker and exchange information, press "Allow access" in the yellow bar of your sheet | ||||||
16 | - Read the explaination notes in each column title for some extra help | ||||||
17 | - For understanding we added example rows in Transactions, Dividends, Bookings and Expenses | ||||||
18 | - Remove the example rows when you start adding your own actions | ||||||
19 | - Enjoy using the Google Sheets template! | ||||||
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21 | Things not to do | ||||||
22 | - Rename the sheet tabs | ||||||
23 | - Rename any column in the (hidden) first row of the sheets | ||||||
24 | - Change column types, for example the date and time columns | ||||||
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