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To help you organize your personal finances, we offer a wide variety of reports that you can generate and download. Below you'll find more details for each type of report.
To download a report, open the overview of the report you would like to generate and then select the desired time period (except for the Portfolio overview, where you can select a date after clicking on 'Export'). Then click on "Export" on the right hand side of the screen. In the window that opens, you can select to download as an .xls, csv. or .pdf file.
Below, you'll find more detailed descriptions on how to download each type of overview.