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How can I export transactions to a CSV?
How can I export transactions to a CSV?

Exporting your portfolio to CSV format to have a local, timed backup of your data.

Riley Ellett avatar
Written by Riley Ellett
Updated over a week ago

Introducing CSV Data Export at Delta

Delta is delighted to offer you the capability to export your data in CSV format. This feature provides a downloadable, time-stamped backup of your portfolio data, which can also be re-imported at your convenience. (See our CSV Import Guide) Our step-by-step guide will show you how to easily export your data. Should you encounter any issues or have questions, please do not hesitate to contact our support team for assistance.

1. Expand the side menu by hitting the hamburger icon in the top left corner or by sliding from the left of the screen to the right. Then Select "Settings"

2. Press on the "Devices & Data"

3. Press on "Export Data"

4. Select the portfolio you want to export and press "Download"

5. Choose the program you want to open with and follow the prompts. This will download the file to your device.

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