Move your Excel trading journal
into Journalit

Move your Excel trading journal into Journalit without re-entering history. Map the columns, validate a sample, and keep the workflow local in Obsidian.

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How it works/What it handles/Why traders move/FAQ/Pricing
Journalit trading journal dashboard after migrating an Excel journal

How Excel migration works

Map the spreadsheet, validate a sample, then keep the history in a real trading journal.

  1. 1

    Bring in the spreadsheet

    Start with the Excel journal you already use. The same CSV Import workflow handles spreadsheet-style trade history.
  2. 2

    Map the real fields

    Choose the header row and map columns for trades, direct P&L, tags, notes, and other metadata.
  3. 3

    Review before the full import

    Validate a representative sample first, especially when the sheet changed format over time.
Trade import overviewSee the product flow that powers spreadsheet migration.Trading journal vs ExcelCompare spreadsheet flexibility with a review workflow.Full import docsRead the mapping and validation details before a large import.Obsidian trading journalSee where imported history lives after migration.

What an Excel trading journal import can handle

Long-running spreadsheets are rarely clean exports. Map the useful context instead of dropping it.

Direct P&L sheets

Map win and loss values directly when the sheet has no entry and exit prices.

Mapped metadata

Keep tags, setups, mistakes, thesis notes, and custom fields in the import.

Spreadsheet images

Review embedded screenshots and decide what belongs with the imported history.

Messy headers and rows

Choose the real header row and skip title, separator, or commentary rows.

Why traders eventually outgrow Excel journalling

Excel stores the history. Journalit makes the history easier to review and use.

Spreadsheets drift

  • • Columns, formulas, and tabs change over time.
  • • Notes and screenshots end up away from the trade.
  • • Review becomes maintenance instead of reflection.

The journal stays useful

  • • Trade records, notes, screenshots, and analytics stay together.
  • • Built-in reviews turn history into repeatable practice.
  • • Your imported data remains local and editable in Obsidian.

Questions before migrating from Excel

No, but you should still sanity-check the import. Journalit can handle messy header rows, incomplete rows, and mapped metadata, but you should validate a sample before trusting a large migration.

That is supported. The import flow can map direct P&L style spreadsheets instead of assuming every file has proper entry and exit columns.

You can, but most traders use the migration to stop maintaining the spreadsheet manually. Journalit is better suited for journalling, reviews, and keeping trade context together after the history is imported.

Free vs Pro

Journalit is free for journalling, dashboards, reviews, templates, and unlimited trades. Pro adds spreadsheet and CSV imports.

Free

$0forever

Manual journaling, flexible reviews, and analytics on your device.

INCLUDES

  • Unlimited trades & accounts
  • Journal stored on your device
  • Custom fields & properties
  • Rich markdown notes
  • Analytics dashboard
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SAVE 17%

Pro

$15/month

Billed annually at $180/year

Skip the spreadsheet cleanup. Sync and import trades into the journal you already review.

EVERYTHING IN FREE, PLUS

  • Automated MT4 sync and MT5 statement import
  • Trade Import for broker exports
  • Economic Calendar with weekly event imports
  • Multi-account sync support
  • Priority support
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Read migration docs