From the MyInvestor website
- 1
Go to myinvestor.es and log in.
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Open your current account detail and click "See more information".
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Under "Documentation", choose "Transactions summary" to download in Excel.
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Alternatively, in "My transactions" filter dates and click "Download Excel/CSV".
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Save the file to your computer to upload to ACMAN.
From the MyInvestor mobile app
- 1
Open the MyInvestor app and log in.
- 2
Open the current account detail and "See more information".
- 3
Under "Documentation", choose "Transactions summary" (Excel) or "Account statement" (PDF).
- 4
Select the period and download the file.
- 5
To import into ACMAN, use the Excel/CSV (not the PDF).
Official help: Go to MyInvestor official help
FAQ
What's the difference between "Account statement" and "Transactions summary"?
"Account statement" is a PDF with account, cards and positions; "Transactions summary" downloads cash transactions in Excel. For ACMAN use the Excel summary.
Can I download transactions in CSV?
Yes, from "My transactions" you can download in Excel/CSV after filtering by date.
Do I need to give ACMAN my bank login details?
No. ACMAN never asks for your bank credentials. You only upload the statement file you downloaded yourself, and it's stored encrypted in your account.
And once you have your statement…
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