Exporting a Cash Account

Content also available for tax entities or on our global site.

1 – On the Portfolio Overview page, click on the Cash Account.

Cash ACC

2 – On the Cash Account page, click one of the icons on the upper right-hand side, in the format you would like to export to. Cash Accounts can be exported to either:

Spreadsheet
PDF
Google Drive

Export Cash

Sample file

Last modified on January 11, 2024 UTC

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