Download a CSV snapshot of all assets and liabilities at their latest recorded values, with EUR equivalents at today's exchange rates.
type,name,category,currency,latest_value,latest_value_eur,as_of asset,Savings,Cash,EUR,10000.00,10000.00,2024-01-01 liability,Mortgage,Real Estate,EUR,150000.00,150000.00,2024-01-01
Upload a CSV file to bulk-import asset values. Required columns:
asset_name,value,recorded_at,note LO stock account,10000.00,2024-01-01,Opening balance Mas de Buissot,55000.00,2024-01-01,
asset_name must match an existing asset name exactly if it is an existing entry (case-insensitive).
recorded_at must be in YYYY-MM-DD format.
note is optional.
Drag & drop a CSV file here, or click to browse
Existing values are preserved; duplicates will be added as new entries.