How do I export/print reports?

Personal Capital currently does not allow you to print reports from the application. We are working on a feature to print reports but we don't have an ETA when this will be available in the application.

To export the transactions, follow the steps below:

  1. Log in to www.personalcapital.com via a Chrome or Firefox browser
  2. Navigate to 'Transactions | All Transactions' 
  3. Click on the 'CSV' icon to export the transactions.

Note that this functionality is currently only available on our web application while logging in via Firefox or Chrome browser.

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