You can quickly export your Assets and Liabilities data to a CSV file. This feature allows you to manage, analyze, and share your financial information more efficiently and conveniently as needed, simply follow the steps below.
1. From your Dashboard, Click on the "Wealth" Section.
2. 2. Click "Export" to export the file.
3.The downloaded CSV file will include all Wealth items, along with their category, owner(s), value, and last updated date. You can save this file to your device for future reference or analysis.