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Import your Swissborg transactions
Import your Swissborg transactions

Swissborg doesn't provide a public API. However you can still import your transactions in Finary by following the steps below.

Pierre-Luc Schaming avatar
Written by Pierre-Luc Schaming
Updated over a week ago

ℹ️ Swissborg does not offer an API yet. Thus, automated synchronisation is not possible at the moment. You can vote for this feature here.

While waiting for an API to be available, we allow you to import your transactions by following the steps below:

  1. Open the Swissborg website.

  2. Go the Account statements menu.

  3. Select the transaction dates that you want to export (excluding today).

  4. Download the file in a Excel format.

  5. Import this file in Finary on this page.

⚠️ The Thematics feature of Swissborg is not handled yet, and there may be problems during import. If there is an error, you can open the file. In the last column ("Note"), delete the text from the cells that contain the word "Thematic", and retry the import.

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