Monthly Reports in Excel (Export Function)

šŸ’” Feature suggestions & ideas
1

Hello,

Are there any plans to improve the monthly reports we get via email?

Hereā€™s two main improvements that would be great to have:

  1. Excel export
  • at the moment using software to convert the email report tables to excel is a pain

could we have an excel export function?

  1. Consistency in numbers
    example
  • email monthly report says one share buy at ā€˜priceā€™ 153.6
  • app or website says same exact transaction at ā€˜fill priceā€™ 154.8

if this difference is due to the currency exchange, could we have the fill price in the email/excel report?

5 Likes
2

I know the pain. I export it as a PDF then convert it to XLS . It would be nice if you can pull Statement from the reports section even if itā€™s a desktop only option.

3 Likes