Exporting a Cash Account

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

Cash Account on Portfolio Overview page

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

Exporting Cash Accounts step 2

Exported Cash Accounts

Last modified on April 6, 2018 UTC