Errors when importing opening balances

Sharesight features
1

I’ve tried to upload Opening Balances and have “Rejected Trades”.
Common Errors pages says item must be BUY or SELL.
However, I want to set up Opening Balances and screen only shows everything in Error status.
Any guidance appreciated.

2

Hi @JohnGee , have you had the chance to look at this help page? When you import your csv file in the ‘Import your historic trades’ page, select ‘Opening Balances for each holding’ and then upload the file.

You can also reach out to us via chat if you need any further help. : )