If you're having trouble importing your trades into the Holdings Tank, it's usually because the CSV file isn’t formatted correctly. To import your trades successfully, you'll need to either use our CSV template or ensure your file includes all the required fields in the correct format.
Step 1: Download our Template (Required)
The easiest way to avoid issues is to download and use the TaxTank CSV template. This ensures all fields are correctly labelled and formatted for upload.
Step 2: Prepare your own CSV File
It's important to ensure that your file is formated correcly. Below are the required fields to import your trades successfully.
Ensure your CSV includes the following fields in the top row:
Type: buy or sell.
Ticker: The stock symbol for the asset.
Buy Price: The price paid per unit of the asset (in AUD).
Quantity: The number of units bought or sold.
Fee: Transaction fees paid (in AUD).
Date of Trade: The date of the trade (format: DD/MM/YYYY).
⚠️ Common errors include:
Missing headers or fields
Incorrect date format
Using capital letters for "BUY" or "SELL" instead of lowercase
Uploading a PDF or Excel file instead of a CSV
Step 3: Upload to Holdings Tank
Once your file is ready, head to the Holdings Tank and select Import Trades to upload your CSV. If everything is in the correct format, your trades will be imported automatically.
If you run into issues, double-check your file against the required format or try using our template instead.
Still stuck? Reach out to our support team and we’ll be happy to help.
FAQs
Q: Can I import CSV files from any platform?
A: No, all imports must use the TaxTank CSV template. This ensures your data is correctly formatted and avoids errors during import.
Q: How can I delete a bulk import?
A: You can use the bulk delete function. Simply navigate to the Trades tab, select all those you wish to delte and then click on the delete selected button.
Q: What should I do if I get an "Invalid CSV Format" error?
A: Make sure your file is saved as a CSV. Check that all required fields are included, correctly labeled, and in the correct format.
Q: What if TaxTank doesn’t recognise a ticker?
A: The error message will tell you which ticker is unrecognised. Update the ticker name in your CSV file and re-import.
Q: I’ve literally got hundreds of trades – is there an easier way to do this?
A: Yes, the easiest way is to use the bulk import feature. Just make sure to convert all amounts to AUD and separate each exchange before uploading. Our team can’t do the import for you, but the bulk import makes it much faster to get everything in.