Exporting Investment Data

You can only export data from one investment plan at a time. Data export options include:

• Export Current view: This will export only the data that is displayed in your current view to an Excel spreadsheet (.xls). The order of your columns in the export will be the same as the order of the columns in your view.

• Export All fields: This will export all of the data in your account to an Excel spreadsheet (.xls). The order of your columns in the export will be based on how your columns are listed in the Customize > Columns page. Categories and sub-categories will be highlighted by colored rows. Placeholders aren't distinguishable from line items.

• Export All fields for Import: This will export all of the data in your account to an Excel spreadsheet (.xls). The order of columns in the export will be based on how your columns are listed in the Customize > Columns page. Categories, sub-categories, line items and placeholders are annotated for import, for details see Importing Investment Data.

1. On the Investments tab, click the Download icon next to the search bar.

2. Select your desired export option from the drop-down list.

3. In case you selected the option Export Current view or Export All fields: Decide whether the export should show aggregate totals.

You have exported the data.