Export Net Worth/Transactional Data Through The Mobile Application

We now allow for exporting/printing of transactional data as well as the ability to export your Net Worth data. Currently, this functionality is limited to our iOS application, and will be available on Android in a future update.

To Export Net Worth Page Data:

  1. While logged in through your iOS device, select the menu icon in the top left of screen and select 'Net Worth'.
  2. Select the 'three dots' icon on the top right section of the Net Worth view.
  3. Specify the date range desired from the list of available options, then select 'Export Document'.
  4. Select your preferred exporting method, and then click on 'Export Document'. You should receive a .PDF file of your Net Worth page.

To Export Transactional Data:

  1. While logged in through your iOS device, select the menu icon in the top left of screen and select 'Transactions'.
  2. Select the 'three dots' icon in the top right section of the Transactions view.
  3. Specify the date range desired from the list of available options, then select "Export Transactions".
  4. Select your preferred exporting method, and then click on 'Export Document'. The transactions list should appear in a .CSV file.

 


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