Downloading your financial statements and details ensures you have all the necessary documents for tax preparation. Follow these steps to acquire your details via Digits:
How to Export Your Financial Details
- From your home dashboard, go to the Financials tab using the left toolbar.
Within the Financials tab, click on the report you wish to export. Ensure that you have set all the necessary parameters for the report to reflect the desired data.
In the left corner of the report, locate the Export button and click on it.
Select how you would like to export the report:
PDF: For a polished, easily shareable document.
CSV: For data manipulation and deeper analysis in spreadsheet software.
If you need additional support or have questions regarding exporting your financial information, please reach out to the team. We're ready to assist you with any concerns or guidance you require.