{"id":2394,"date":"2024-06-03T13:34:12","date_gmt":"2024-06-03T13:34:12","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?post_type=docs&#038;p=2394"},"modified":"2025-02-06T16:01:43","modified_gmt":"2025-02-06T16:01:43","password":"","slug":"tehingute-importimine-csv-failist","status":"publish","type":"docs","link":"https:\/\/www2.portfellow.com\/et\/help\/tehingute-importimine-csv-failist\/","title":{"rendered":"Tehingute importimine CSV\/XML failidest"},"content":{"rendered":"<p class=\"wp-block-paragraph translation-block\">K\u00f5ige mugavam viis konto raha liikumiste sisestamiseks on kasutada automaatset liidestust. Portfellow liidestub automaatselt regiooni suuremate pankadega ning ka valitud maakleritega.\n Nimekiri on meil pidevalt t\u00e4ienemas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Automaatse liidestuse korral j\u00f5uavad andmed Portfellow rakendusse automaatselt. Sinu \u00fclesandeks j\u00e4\u00e4b ainult tehingute liigitamine ja kinnitamine. Sellest l\u00e4hemalt artikli alumises osas peat\u00fckis \"Samm 4: Vaata rahaliikumised ja tehingud \u00fcle\". <strong>Portfellow app<\/strong>. Your only task is to <strong>categorize and confirm<\/strong> the transactions. More details on this can be found in the section <strong>&#8220;Step 4: Review Transactions and Cash Movements&#8221;<\/strong> at the bottom of this article.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Mugavuselt j\u00e4rgmine v\u00f5imalus rahaliikumiste ja tehingute sisestamisekes on importimine CSV\/XML t\u00fc\u00fcpi failist. Kuidas see k\u00e4ib, sellest j\u00e4rgnevalt kirjutamegi:<\/p>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-importing-transactions-from-a-csvxml-file\">Importimine CSV\/XML failist<\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Importimiseks lae alla  <strong>CSV fail kas pangast v\u00f5i investeerimisplatformi juurest <\/strong>  ning lae see \u00fcles Portfellow importimise moodulis. Selle leiad kas lehel Portfell v\u00f5i konkreetse konto tehingute blokis nupu alt \"Lisa uus\".<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"409\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/06\/Screenshot-2025-02-05-at-09.02.37.png\" alt=\"\" class=\"wp-image-4331\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Tuntumate pankade ja maaklerite CSV faile suudab s\u00fcsteem automaatselt tuvastada. V\u00e4hem tuntud teenusepakkujate korral on v\u00f5imalus v\u00e4ljad ise \u00e4ra \u00e4ra liigitada.<\/p>\n\n\n\n<p class=\"has-light-green-cyan-background-color has-background wp-block-paragraph translation-block\">Kui sul on tehingud oma Exceli v\u00f5i Google Sheets failis v\u00f5i soovid ise selle faili koostada, siis saad kasutada Portfellow n\u00e4idis <strong><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1TQb_ZIGPz2jSX6KajbaHavBox3yjNr4HmlVlVcP7QYs\/edit?usp=sharing\" target=\"_blank\" rel=\"noopener\">Portfellow sample Google Sheets faili<\/a><\/strong>. Kui kasutad enda failis samu tulpasid ja loogikat, peaks Portfellow k\u00f5ik kanded \u00e4ra tundma.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"1-step-1-select-an-account\">Samm 1: Vali konto<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Importimise esimeseks sammuks on konto valik.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kui sa soovid importida m\u00f5ne konkreetse konto tehinguid, siis vali olemasolev v\u00f5i loo uus konto. Kui soovid importida tehinguid, mis ei ole \u00fchegi kontoga seotud, siis m\u00e4rgi linnuke kasti \"Soovin importida konkreetse kontoga mitte seotud tehinguid\". Seda kasuta siis, kui imporditavad tehingud on tehtud portfelli v\u00e4liselt kontolt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kui soovite importida tehinguid <strong>konkreetsesse kontosse<\/strong>, valige <strong>olemasolev konto<\/strong> v\u00f5i looge <strong>uus<\/strong>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-step-2-upload-csvxml-file\">Samm 2: Vali CSV\/XML fail<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Teiseks sammuks on CSV\/XML faili \u00fcles laadimine. Vajuta v\u00e4ljal CSV fail ning lae see enda arvutist \u00fcles.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"424\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/06\/Screenshot-2025-02-05-at-09.51.07.png\" alt=\"\" class=\"wp-image-4303\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-step-3-review-data\">Samm 3: Kontrolli andmeid<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Kolmandaks sammuks on andmete kontrollimine.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Kui tegu on finantsasutusega, mille CSV faile Portfellow automaatselt \u00e4ra ei tunne, siis on tarvis v\u00e4ljad ise liigitada.<\/li>\n\n\n\n<li>Portfellow juhendab, milliseid v\u00e4lju oleks tarvis teada, et tehingud edukalt \u00e4ra tunda.<\/li>\n\n\n\n<li class=\"translation-block\">Liigita \u00e4ra nii palju vasteid, kui oskad ning seej\u00e4rel vajuta nuppu \"Edasi\".<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Isegi, kui k\u00f5iki n\u00f5utud v\u00e4lju ei olnud v\u00f5imalik \u00e4ra liigitada, siis sellegipoolest on v\u00f5imalik tehinguid importida.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"673\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/06\/Screenshot-2025-02-05-at-09.52.53.png\" alt=\"\" class=\"wp-image-4307\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-step-4-review-transactions-and-cash-movements\">Samm 4: Vaata rahaliikumised ja tehingud \u00fcle<\/h3>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Importimise viimases sammus kuvab moodul sulle k\u00f5ik sisestatavad rahaliikumised.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Tehingud liigitatakse vastavalt nende olemusele kas<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Investeeringuteks<\/strong> (n\u00e4iteks: ost, m\u00fc\u00fck, dividendid, investeeringu intress)<\/li>\n\n\n\n<li class=\"translation-block\"><strong> Konto liikumisteks<\/strong> (n\u00e4iteks: sisse\/v\u00e4ljakanne, konto intress, teenustasu).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Enamus tehingud tuvastab Portfellow automaatselt ning koondab need kokku vahekaardile \"Valmis impordiks\".<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Harva esinevad ka tehingud, mida Portfellow automaatselt \u00e4ra ei tunne ning neid kuvatakse vahekaardil <strong>\"Probleemsed tehingud\"<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Probleemsete tehingute korral saad ise tehingu \u00f5igesti \u00e4ra liigitada ning seej\u00e4rel m\u00e4rkida parandatuks. Parandatud tehingud \u00fchinevad teiste tehingutega vahekaardile \"Valmis impordiks\".<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"5-important-notes-\"><strong>Olulised t\u00e4helepanekud<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enne tehingute l\u00f5pliku importimist veendu, et kanded on \u00f5igesti liigitatud.<\/li>\n\n\n\n<li>Kui oled tehingud \u00fcle kontrollinud, siis need importida m\u00e4rkides read linnukesega ning vajutades nuppu \"Kinnita\".<\/li>\n\n\n\n<li>nvesteeringuteks liigitamisel luuakse antud rahaliikumise baasil ka uus instrument portfelli v\u00f5i lisatakse uus tehing olemasolevale instrumendile.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"454\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/06\/Screenshot-2025-02-05-at-09.15.48.png\" alt=\"\" class=\"wp-image-4306\" srcset=\"\" sizes=\"(max-width: 1024px) 100vw, 1024px\" data-srcset=\"\" \/><\/figure>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"6-successfully-imported-your-transactions\">Oled edukalt tehingud importinud?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">N\u00fc\u00fcd kui oled edukalt andmed importinud, siis v\u00f5id seda protsessi korrata k\u00f5ikidele teistele kontodega.<\/p>\n\n\n\n<p class=\"wp-block-paragraph translation-block\">Head portfelli j\u00e4lgimist ja teadlikke investeerimisotsuseid!<\/p>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>","protected":false},"excerpt":{"rendered":"<p>The easiest way to enter account transactions is by using automatic integration. Portfellow automatically integrates with major banks in the region as well as selected brokers. The list of supported institutions is constantly expanding. With automatic integration, your transaction data is automatically transferred to the Portfellow app. Your only task is to categorize and confirm [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2411,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"doc_category":[23],"doc_tag":[],"class_list":["post-2394","docs","type-docs","status-publish","has-post-thumbnail","hentry","doc_category-getting-started"],"aioseo_notices":[],"year_month":"2026-06","word_count":573,"total_views":"2647","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Portfellow","author_nicename":"admin","author_url":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"doc_category_info":[{"term_name":"Getting started","term_url":"https:\/\/www2.portfellow.com\/et\/help-category\/getting-started\/"}],"doc_tag_info":[],"jetpack_sharing_enabled":true,"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/comments?post=2394"}],"version-history":[{"count":10,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2394\/revisions"}],"predecessor-version":[{"id":4334,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/docs\/2394\/revisions\/4334"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media\/2411"}],"wp:attachment":[{"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/media?parent=2394"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_category?post=2394"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.portfellow.com\/et\/wp-json\/wp\/v2\/doc_tag?post=2394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}