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Export a Cash Account

Export a Cash Account

1 — On the Portfolio Investments page, click on the Cash Account.

Cash ACC

2 — On the Cash Account page, click Export, then choose the format you want to export to from the dropdown. Cash Accounts can be exported to either:

  • XLSX
  • PDF
  • Into Google Drive

Export Cash

Export dropdown options

Sample file

Last updated 10th September 2026

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