Synchronize actions via Google Sheets

Our Template Sheet allows you to synchronize your transactions with PDT. Do you find it difficult to import your transactions through Google Sheets? Import your actions easily via PDT.

Google Sheets setup

Step 1: Make a copy of our Google Sheets template to your own Google account through File and click on Make copy.

Step 2: Click Share and set the setting to Anyone with the link. Copy the link.

Step 3: To retrieve broker and exchange information and the synchronize with the sheet with PDT. It is important to grant PDT access as an "external party". You do this by pressing Allow access in the yellow bar of the sheet.

Step 4: Visit the action page. Go to Import Actions and click on Synchronize Google Sheets.

Step 5: Put your Google Sheets link in the input field. Click on Link Google Sheets.

Step 6: Click on Synchronize Google Sheets to import the broker actions.

Your Google Sheets is now linked and ready to use.

Google Sheets Template

Layout

The Google Sheets consists of multiple tabs. These are divided into different types of broker actions.

• Instructions: Here, we note how you should fill out the Google Sheets.
• Transactions: The transactions are imported into this tab. For example, the purchase and sell moments of the effect.
• Dividends: Here, you find the received dividend of an effect.
• Bookings: Here, we import any broker deposits or withdrawals.
• Expenses: Here, we import any broker costs.
• Settings: To simplify the import of Google Sheets, we pick up our data through PDT. With this tab, we make connections with PDT to, for example, pick up the names of brokers, stock markets or currencies.

General columns

Every tab has its own columns that we need to completely load a broker action. Some columns come back several times. For example:

Broker

Fill out the broker at which you bought your effect. We pick up the list of brokers in PDT. Is your broker not on the list? Let us know, and we will add it accordingly. Get in contact.

Effect

• Name: Fill out the name of your effect. This field is optional and for your own administration, so you can easily read through your transactions.
• Type: At the moment, PDT supports stock effects (shares, ETFs and obligations), funds, crypto and commodities (metals).
• Search:
  • Stock market: if your transaction is a stock or fund type, fill out the ISIN number. For example, IE00B3XXRP09 for Vanguard S&P 500.
  • Crypto: if your transaction is a crypto type, fill out the crypto symbol. For example, BTC for Bitcoin.
  • Commodity: if your transaction is a commodity type, you can fill out gold, silver, platinum or palladium.
• Exchange:
  • When the transaction is a stock type, select the exchange where you bought your effect. We retrieve this list via PDT. Is your exchange not in this list? Please get in contact with our support, so we can add it to this list as well.
  • When the transaction is a fund type, select the "Funds" exchange.
  • When the transaction is a crypto type or commodity type, you can leave this field empty.

Transactions tab

Transaction

• Date: Fill out the date of your purchase or sell action. The right way to fill it out is day-month-year. For example, 10-1-2023.
• Time: Fill out the time of your purchase or sell action. The right way to fill it out is hour:minute. For example, 14:03.
• Action: Select either a buy or sell action.
• Amount: Fill out the amount of effects of your purchase or sell action. For example, 26,00. When the transaction is a commodity type, fill out the number of grams.

Transaction price

• Value: Fill out the costs per effect. So, what were the costs of one effect during your purchase or sell action? For example, 34,91.
• Currency from: Select the currency in which you bought or sold your effect.
• Exchange rate: Fill out the exchange rate. For example, 1,09 with an exchange rate of USD to EUR. Do you not have an exchange rate? Then leave this field empty.
• Currency to: Select the currency in which you bought or sold your effect. Do you not have an exchange rate? Then leave this field empty.

Transaction costs

• Value: Fill out the total transaction costs. For example, 1,09. Do you not have any transaction costs? Then leave this field empty.
• Currency from: Select the currency of your transaction costs. Do you not have any transaction costs? Then leave this field empty.
• Exchange rate: Fill out the exchange rate. For example, 1,09 with an exchange rate of USD to EUR. Do you not have an exchange rate? Then leave this field empty.
• Currency to: Select the currency of your transaction costs. Do you not have any transaction costs? Then leave this field empty.

Transaction tax

• Value: Fill out the total transaction tax. For example, 0,24. Do you not have any transaction taxes? Then leave this field empty.
• Currency from: Select the currency of your transaction taxes. Do you not have any transaction taxes? Then leave this field empty.
• Exchange rate: Fill out the exchange rate. For example, 1,09 with an exchange rate of USD to EUR. Do you not have an exchange rate? Then leave this field empty.
• Currency to: Select the currency of your transaction taxes. Do you not have an exchange rate? Then leave this field empty.

Dividends tab

Dividend

• Date: Fill out the date of your received dividend. The right way to fill it out is day-month-year. For example, 10-1-2023.
• Time: Fill out the time you received your dividend. The right way to fill it out is hour:minute. For example, 14:03.

Dividend amount

• Value: Fill out the received dividend. The amount of which the costs have not yet been taken. For example, 10,73.
• Currency from: Select the currency of your received dividend.
• Exchange rate: Fill out the exchange rate. For example 1,09 with an exchange rate of USD to EUR. Do you not have an exchange rate? Then leave this field empty.
• Currency to: Select the currency of your received dividend. Do you not have an exchange rate? Then leave this field empty.

Dividend tax

• Value: Fill out the total dividend taxes. For example, 0,24. Do you not have any dividend taxes? Then leave this field empty.
• Currency from: Select the currency of your dividend taxes. Do you not have any dividend taxes? Then leave this field empty.
• Exchange rate: Fill out the exchange rate. For example, 1,09 with an exchange rate of USD to EUR. Do you not have an exchange rate? Then leave this field empty.
• Currency to: Select the currency of your dividend taxes. Do you not have an exchange rate? Then leave this field empty.

Bookings tab

Booking

• Date: Fill out the data of your deposit or withdrawal. The right way to fill it out is day-month-year. For example 10-1-2023.
• Time: Fill out the time of your deposit or withdrawal. The right way to fill it out is hour:minute. For example, 14:03.
• Action: Select whether it is a deposit or a withdrawal.

Booking amount

• Value: Fill out the amount of the deposit or withdrawal. For example, 100.
• Currency: Select the currency of your deposit or withdrawal.

Expenses tab

Expense

• Date: Fill out the date of your broker costs. The right way to fill it out is day-month-year. For example, 10-1-2023.
• Time: Fill out the time of your broker costs. The right way to fill it out is hour:minute. For example, 14:03.
• Description: Give a description of your broker costs. This field is optional.

Expense amount

• Value: Fill out the costs you made. For example, 2,50.
• Currency from: Select the currency of the costs you made.
• Exchange rate: Fill out the exchange rate. For example, 1,09 with an exchange rate of USD to EUR. Do you not have an exchange rate? Then leave this field empty.
• Currency to: Select the currency of your final costs. Do you not have an exchange rate? Then leave this field empty.