We allow the option to export transactional data as well as your Net Worth data on the Empower Personal Dashboard mobile app. Currently, this functionality is limited to our iOS application, and will be available on Android in a future update.
To Export Net Worth Page Data:
- While logged in through your iOS device, select the menu icon in the top left of screen and select 'Net Worth'.
- Specify the date range desired from the calendar icon in the top middle of this page.
- Select the down arrow icon on the top right-hand corner of the Net Worth view and choose where to save the file you are exporting.
- You will receive a .PDF file of your Net Worth page.
To Export Transaction Data:
- While logged in through your iOS device, select the menu icon in the top left of screen and select 'Transactions'.
- Specify the date range desired from the list of available options by clicking the calendar icon near the top right-hand corner, then select the down arrow icon on the top right-hand corner to start the export process.
- A pop-up will appear asking how you would like to sort the transactions you are exporting. You will want to choose your preferred option (example: Date (newest to oldest)), and then click the 'Export' button.
- You can then choose where you would like to save the file you are exporting.
- You will receive a .CSV file of your transactions.
If you are looking to export your transaction data through our web application, please follow the steps in the following article: Export Transactions To A .CSV File Through Our Web Application.