You might find having a CSV of your clients’ transactions useful for analysis, here’s how to export transactions from mycashflow as a CSV.
a. In your wealth portal, click on the mycashflow tab
b. Using the drop-down bars, set the View and Filter for the transactions that will be displayed. This will determine the transactions that are included in your CSV and how they are organised.
c. Click on Tools followed by Export to CSV
d. A CSV file with the transaction information will be downloaded to your computer.
e. Your export is now complete.