Hello,
I would like to export my statements as an excel or CSV file but only have the option to do export a PDF. Am I missing something?
Hello,
I would like to export my statements as an excel or CSV file but only have the option to do export a PDF. Am I missing something?
Thank you but I don’t see where the ‘Summary Page’ is?
I have have a ‘Manage Your Account’ Page which then has ‘statement history’ from which I can export statements but no option to change the format.
On iOS click the pie chart symbol top right to go to Budgets & Summary?
It’s at the bottom of that page after Spending, Committed, Income, and Pots.
If you find that help page the hyperlink to Summary works as well
Thank you soooooooo much. It’s easy when you know how. I really appreciate your help.
Glad you found it - if you mark the correct answer as solved it should help anyone else searching for this
Ps I’m on a test version so I’ve also sent feedback to about this.
The image that they posted above is from the help section of the app (bottom right corner).
If you get stuck with anything, having a quick search in there as sometimes this can send you directly to the place you need to go