Exporting your transactions or portfolio to CSV (Excel-ready)
Both the Transactions page and the Portfolio page have a download button in the top-right that exports a CSV. On Transactions, the export includes every transaction (Date, Type, Amount, Description, Balance) and downloads as `transactions_YYYY-MM-DD.csv`. On Portfolio, the export lists your investments (Agent, Plan, Invested, Current Value, Profit/Loss, Status, Start Date, End Date) and downloads as `portfolio_YYYY-MM-DD.csv` (voided/cancelled investments are excluded). Both files are generated in your account language with locale-formatted numbers and a UTF-8 byte-order mark, so amounts and the € symbol open correctly in Excel or Google Sheets without breaking your SUM formulas. If a download fails you'll see an error toast — just try the button again.
- 1Open the Transactions or Portfolio page.
- 2Click the Download / Export CSV button at the top right.
- 3Open the saved .csv file in Excel or Google Sheets.
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