How to do your Finary taxes in 2025


You can import transactions from Finary into Divly by downloading and importing a CSV file containing all of your transactions. Make sure to download the CSV files every time you want to include the latest transactions.

  1. Log in to Finary using the web version.
  2. Go to Invest and select the Transactions tab.
  3. Click Export transactions.
  4. Select a date range that covers your complete transaction history.
  5. Download the transaction file and drag and drop the CSV file into Divly. Divly will import the transactions and calculate your taxes.

Any tax-related information provided by us is not tax advice, financial advice, accounting advice, or legal advice and cannot be used by you or any other party for the purpose of avoiding tax penalties. You should seek the advice of a tax professional regarding your particular circumstances. We make no claims, promises, or warranties about the accuracy of the information provided herein. Everything included herein is our opinion and not a statement of fact. This article may contain affiliate links.

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