Export CSV from Montrose

Last updated: Mar 5, 2026

Beta Status

The Montrose CSV parser is currently in Beta. Please report any issues you encounter to us.

This guide will help you export your transaction data from Montrose in CSV format, for use in Skatteguru.

Montrose is a modern trading platform that provides comprehensive transaction history. Here are some reasons why you might want to use Skatteguru alongside Montrose:

Multiple brokers: If you've traded the same security across different brokers (not just Montrose), your average cost basis needs to be calculated with all transactions combined. Montrose only knows about transactions within their platform.
Verification: You are personally liable for the accuracy of your K4 form. Skatteguru gives you the tools to verify and understand your tax situation.
Riksbanken rates: For foreign currency transactions, Skatteguru uses Sveriges Riksbank's official exchange rates, which Skatteverket recommends.

Steps to export CSV from Montrose

Log in to Montrose

Go to montrose.io and log in to your account

Select your Depå account

Important: Select the correct account type

Make sure to select your Depå (brokerage) account, not ISK (Investeringssparkonto - Investment Savings Account) or other account types.

ISK accounts are tax-deferred and not relevant for capital gains tax calculations (K4 form).

Go to Transaktioner (Transactions)

Press G on your keyboard to navigate to the Transactions tab. This keyboard shortcut takes you directly to your transaction history.

Montrose: Transaktioner tab — Press G to go to the Transaktioner tab

Select the date range

Select the longest possible date range using the date picker above the transaction list.

Select your entire trading history

We recommend selecting your entire transaction history:

From: The earliest date available or your first trade
To: Today's date

This ensures accurate calculation of your average acquisition value. Missing historical transactions can lead to incorrect tax calculations.

Export and download

Click the Exportera (Export) button in the top right corner to download your transactions as a CSV file.

Montrose: Export transactions as CSV — Click the Exportera button to download your transactions as CSV

Upload to Skatteguru

Download the file and upload it to Skatteguru

What data is included in the export?

The Montrose CSV export includes the following fields for each transaction:

Datum - Date of the transaction
Typ - Transaction type (buy/sell)
Konto - Account number
Värdepapper / Beskr. - Security name and description
Antal - Number of shares/units
Kurs - Price per unit
Totalt - Total transaction value

Important: Account types

Verify your account type

Make sure you are exporting from the correct account type:

Depåkonto / Aktiekonto: Use these account types for capital gains tax calculations (K4 form)
ISK/KF: Investment Savings Accounts and Capital Insurance accounts are tax-deferred and should not be used for K4 calculations

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