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Manual entry

1. Select Activities from the sidebar then click + Add Manually on the top right
2. Select the activity category from the tabs
3. Select the type of activity you want to add
4. Fill the form → Add Activity

Using inline edit

1. On the activities list, toggle inline edit by clicking the Grid icon in the top right.
2. Click on a cell to edit the value.
3. click on Checkmark button to save the value or X to cancel the edit the row.

CSV import

Wealthfolio provides a flexible CSV import feature that allows you to easily map your data fields and save mappings for future use:

1. Ensure your CSV file includes column headers in the first row.
2. Click on the “Import CSV” option
3. Drop your CSV file or click to select it
4. The import wizard will guide you through mapping your CSV columns:
   • Match your CSV columns to Wealthfolio fields (date, symbol, quantity, etc.)
   • Map your activity types to Wealthfolio’s supported types (BUY, SELL, DIVIDEND, etc.)
   • Map any non standard ticker symbol to ensure they match Yahoo Finance format.
5. Review the mapped data preview, errors, and make any necessary adjustments.
6. Save the mapping for this account to streamline future imports
7. Confirm the import if everything looks correct

Your column mappings will be saved for the selected account, making future imports faster and more consistent.

Here is an example of default CSV format:

date,symbol,quantity,activityType,unitPrice,currency,fee
2024-03-01T15:02:36.329Z,MSFT,1,DIVIDEND,57.5,USD,0
2024-02-15T15:02:36.329Z,MSFT,30,BUY,368.6046511627907,USD,0
2024-06-05T09:15:22.456Z,$CASH-USD,1,INTEREST,180.5,USD,0
2024-04-02T11:20:15.321Z,$CASH-USD,1,WITHDRAWAL,1000,USD,0
2024-05-18T13:45:30.789Z,AAPL,5,SELL,210.75,USD,0
2024-01-07T09:10:20.987Z,MSFT,30,BUY,360.75,USD,9.99
2024-01-23T11:40:50.456Z,AMZN,15,BUY,170.00,CAD,9.99
2024-01-18T13:55:05.789Z,AAPL,1,DIVIDEND,50.25,USD,9.99
2024-01-11T15:10:20.321Z,AAPL,10,BUY,189.60,USD,9.99
2023-02-12T16:25:35.654Z,TSLA,20,BUY,212.50,USD,9.99
2023-01-15T12:10:20.456Z,SHOP,25,BUY,61.23,USD,9.99
2023-01-18T15:55:05.654Z,NVDA,12,BUY,52.40,USD,9.99
2023-03-11T14:55:30.863Z,$CASH-USD,100000,DEPOSIT,1,USD,0

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