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I am a client of NJFundz. How do I import all mutual fund transactions

edited July 2014 in General
There are two ways you can import your mutual fund transactions from NJ Fundz account.

1) Direct import from NZFundz website (Online Account) OR Import from Excel file
2) Import Dividend Pay-out transactions

Import from NZFundz Website (Online Account):
1. Click Import button in MProfit and select the "NJ Fundz - Online Transactions" template from MF category
2. Click on "Import from website" and login to your NJ Fundz online account
3. Goto  -> Mutual Funds -> Transaction Report
4. Select the period and click Report and you will notice the report related to your mutual fund transactions for the selected period
5. Click 'Import' button at the bottom right corner to import the transactions

Import from Excel File:
1. Using a browser login to your NJ Fundz account at http://www.njindiainvest.com/login/Normallogin.php?server_name=njfundz
2. Goto  -> Mutual Funds -> Transaction Report
3. Select the period and click Report and you will notice the report related to your mutual fund transactions for the selected period
4. Select the Excel option and save the file to your computer
5. Open the file in Excel and save the file in "Excel 97-2003" format
6. Import that file using the "NJ Fundz – Transactions - Excel" template in MProfit

Dividend pay-out transactions should be updated as below as they don't appear in excel file or online mutual fund transactions.

Import dividend payout
To import the dividend payout data online:
1. Select the "NJ Fundz Online - Dividends" template in MProfit
2. Click on "Import from website" and login to your NJ Fundz online account
3. Goto -> Mutual Funds ->Other Reports -> Dividend History. Under Dividend Option, only select Dividend Payout. (Dividend Re-investment information is already included in the Transaction Report).
4. Select the period and click Report and you will notice the report related to your mutual fund transactions for the selected period
5. Click 'Import' button at the bottom right corner to import the transactions

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