Don't see "Export to CSV" for Net Worth Report (edited)
I want to get a print out of my net worth, which Simplifi says they don't do but I think they REALLY REALLY should [removed - accuracy/speculation]. The work around is to save account balances to a CSV or XLS but in Report Manager there is no place to prompt that save. The three dots don't show it. Am I doing something wrong or is there simply no feature for this? Any help would be appreciated. Thanks!
Best Answer
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@Dmenk60, thanks for reaching out to the Community!
I don't see that the Net Worth Report is available for exporting or printing at this time. The Reports that can be printed are:
- Profit & Loss (QBP)
- Balance Sheet (QBP)
- Income & Expense (QBP & Basic)
- Taxes (QBP & Basic)
Otherwise, just the Transaction Activity areas of other Reports can be exported to CSV, such as the Spending Report. For the ability to download/print all Reports, please vote for the following Idea post, and then follow it for updates!
I hope this helps!
-Coach Natalie
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