Each row has a View link that opens the invoice as a PDF.
3
Save the PDF
Save the file from your browser.
Exporting the rest of your data (transactions, holdings, credits, assets) as CSV, Excel, or PDF isn’t available yet. To pull data out today, ask in the AI chat (balances, holdings, spending by category, capital gains) or download statements from your bank’s portal. If a full export matters to you, send feedback to help the team prioritize.