How do I export my balance?

To view and export your current balance follow the steps below

Written by Jeremy Fong
Updated over a week ago
  1. On the dashboard, in the top left corner you’ll see your total combined account balance in USD for all accounts, including their crypto holdings

  2. To select a individual account click on the account name in the left hand column, this will display the total balance of that account as well as individual balances

  3. To view a specific balance click on the account you’d like to export

  4. To export click on the "Export CSV" button at the bottom of your accounts list, this will start an automatic download of the CSV containing your total combined account balance

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