Importing from a CSV - T. Rowe Price

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support-warning.png THE BROKER CHANGED THEIR TRADE HISTORY DOWNLOAD FORMAT, AND AS A RESULT, THE CSV FILE CAN NO LONGER BE IMPORTED INTO TRADELOG. WE ARE WORKING TO UPDATE OUR IMPORT FILTER TO SUPPORT THESE CHANGES. FOR NOW, YOU WILL NEED TO USE THE EXCEL FILE FORMAT: https://support.tradelogsoftware.com/hc/en-us/articles/115004929273-Excel-Text-Import-General-Guidelines-and-Procedure
 
PLEASE NOTE:
The T. Rowe Price import filter does not read Options. If you have options, please contact Support for help.
 
General Procedure:

1. Log in to your T. Rowe Price account and go to Transactions. 

2. Select the time period and individual account that you need to download, then press the Download button. Save the CSV file to the documents/tradelog/import folder.

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3.  Run TradeLog.

Note: If you have not already done so you will need to select the appropriate import filter. Please See: Selecting a Broker Import Filter.

4. Go to the Account tab at the top and click the from File button. 
   
5. Select the CSV file you downloaded from your broker and click Open. A confirmation window will appear. Click YES to save the imported data.
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