We’re excited to introduce a highly requested feature: you can now export your institution and asset list directly from your Wealthica dashboard to a CSV file!
This new functionality makes it easier than ever to:
- Back up your account and asset data
- Export balances, change over period in $ and % per account
- Share with your accountant or advisor
📤 To try it out, just head to your main dashboard and look for the “Export CSV” button right below the widget section on the main dashboard page. It’s fast, simple, and secure.
We’re always listening to your feedback and looking for ways to give you more control over your financial data. This is just one more step in making Wealthica the most transparent and user-friendly platform for managing your wealth.
Happy exporting!
— The Wealthica Team
