Export to excel
complete
Zoey
Merged in a post:
Exportable PFS (Personal Financial statement)
T
Thomas
I like how I can add in all of my assets and liabilities, but it would be great if I could generate a PDF statement that could be sent to banks and other financials partners. My alternative is to create a pfs sheet on excel. Which I means I have to maintain both rocket money and excel sheet.
Noah Brown
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complete
hey Audrey! If you tap on the "transactions" tab, you will notice an export button on the top right. You can tap that button and select what transactions you would like to export OR export all of them!