Download
Import Templates
for iRecord
Ready-to-use Excel and CSV templates for every asset class. Download, fill in your trades, and import directly into iRecord — no reformatting required.
3 Steps to Import Your Data
Download the right template, fill in your trade data, and import into iRecord — no reformatting, no errors.
Download Template
Click the Download button next to the template that matches your broker or asset type — Excel or CSV.
Fill in Your Data
Open the template and enter your trade details in the pre-formatted columns — all field names are clearly labelled.
Import into iRecord
Use the Import function in iRecord, select your filled template, and your data loads instantly — verified and ready.
Templates by Asset Class
All templates are free to download and work with iRecord's direct import function.
Import buy/sell equity trades from all major Indian brokers. Supports BSE and NSE transactions.
Zerodha Equity Import
Fields: Date, Symbol, Exchange, Buy/Sell, Qty, Price, Brokerage
Angel One Equity Import
Fields: Trade Date, Symbol, Buy/Sell, Quantity, Rate, Net Amount
ICICI Direct Equity Import
Fields: Date, Stock, Exchange, Transaction, Qty, Price, STT, Charges
HDFC Securities Equity Import
Fields: Date, Scrip, Buy/Sell, Qty, Rate, Brokerage, Net Amount
Upstox Equity Import
Fields: Trade Date, Instrument, Buy/Sell, Quantity, Price, Net Amount
Generic Equity CSV Template
Fields: Date, Symbol, Exchange, B/S, Qty, Price, Brokerage, Net Amount
Import futures and options contract trades with premium, lot size and expiry details.
Zerodha F&O Import
Fields: Date, Instrument, Strike, Expiry, Buy/Sell, Lots, Price, Premium
Angel One F&O Import
Fields: Trade Date, Instrument, Strike Price, Expiry Date, B/S, Qty, Rate
ICICI Direct F&O Import
Fields: Date, Contract, Strike, Expiry, Transaction, Lots, Price
Generic F&O CSV Template
Fields: Date, Instrument, Strike, Expiry, B/S, Lots, Lot Size, Price, Brokerage
Import SIP transactions, lump sum investments, redemptions and switches.
CAMS CAS Statement Import
Fields: Date, Fund Name, Folio, Transaction Type, Units, NAV, Amount
KFintech CAS Statement Import
Fields: Date, Scheme, Folio No, Transaction, Units, NAV, Amount
BSE Star MF Import
Fields: Date, Scheme Name, Order Type, Units, NAV, Amount, Status
Generic MF CSV Template
Fields: Date, Fund Name, Transaction Type, Units, NAV, Amount
Import MCX and NCDEX commodity trades — Gold, Silver, Crude Oil and more.
Zerodha MCX Import
Fields: Date, Commodity, Expiry, Buy/Sell, Lots, Price, Brokerage
Angel One MCX Import
Fields: Trade Date, Commodity, Contract, B/S, Qty, Rate, Charges
Generic MCX CSV Template
Fields: Date, Commodity, Expiry, B/S, Lots, Lot Size, Price, CTT, Net Amount
Import bank account transactions to track cash flows and reconcile your portfolio.
HDFC Bank Statement Import
Fields: Date, Narration, Chq/Ref No, Value Date, Debit, Credit, Balance
ICICI Bank Statement Import
Fields: Transaction Date, Particulars, Debit, Credit, Balance
SBI Bank Statement Import
Fields: Date, Description, Ref No, Debit, Credit, Balance
Generic Bank CSV Template
Fields: Date, Description, Debit, Credit, Closing Balance
Import journal entries, trial balance data, and ledger transactions.
Journal Entry Template
Fields: Date, Voucher No, Account, Narration, Debit, Credit
Ledger Import Template
Fields: Date, Account Name, Debit, Credit, Narration
Generic Journal CSV
Fields: Date, Account, Narration, Debit Amount, Credit Amount