Downloading your balance sheet / net worth reporting

Modified on Wed, 31 Mar 2021 at 05:54 PM

From the Registry tab on the right, you can see a list of Assets, Liabilities and Balance Sheet options. To get started, click the Balance sheet button on the top right.



Then select if you would like to export To Excel or To PDF.



Here is the view of the PDF document:



Here is the view of the Excel document:



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