We currently do not support this method anymore as the Delta Desktop app is now shelved until the updated Delta Desktop app is released. There is no ETA on that at this time.
CSV ability will move to the mobile app, however, there is no ETA on this at this time. We apologize in advance for any inconvenience this may have caused.
If you want to use the outdated Desktop version (at your own risk) please email firstname.lastname@example.org and we will provide you with the download links.
You can export a list of your transactions into a .csv file only on our desktop version. Here's how:
Head over to Settings -> Export transactions to CSV file
Select the portfolio you want to export. You are ready to export now! Check below for some additional options.
Export From and Export To field: If you only want transactions from a certain date range, enter those in the Export From and Export To field.
Add Worth Column: If you would like to have an extra column in your export file which gives the worth of every transaction on a particular date turn on this toggle and select that date. You can also select the currency unit for this column. It will be set to your default currency by default.
PRO TIP: Some parts of the desktop app may no longer work. It has not been updated in over 2 years as it is no longer supported. We cannot offer much support on it for that reason.
PRO TIP 2: If there is no data being exported, please ensure that you have selected the correct time frame and the correct portfolio.
PRO TIP 3: You can leave the Export From and Export To field blank and it will export the portfolio's entire transaction history.