How do I upload my own CSV/Excel file?

Import Your Own Data (Manual Upload) 📂

• Log in with your new account.

• On “Let’s Get Started”, click Import Your Transactions.

• Download the template file (PSVT_Import_Template.xlsx).

• Open it in Excel/Numbers, fill in your own transactions:

  • Add at least one field with a value (e.g., Contribution, Profit, Return).

  • “Comments” and “Asset Class” are optional.

  • Don’t shuffle columns! Keep the format clean.

  • Date format: DD/MM/YYYY preferred.

• Save your updated file as .xlsx, .xls, or .csv.

• Drop/upload it right back into PSVTracker.
  🎉 Success—your data is now in the system.