Exporting cPFM Data

Users can export Contextual PFM data, including categories and other available transaction data from aggregated accounts. Export formats include comma-separated values (CSV), extensible markup language (XML), and Excel (XLS). Export formats include comma-separated values (CSV), extensible markup language (XML), and Excel (XLS).

To export data

  1. On the Home page, click or tap an account.
  2. Click or tap the export icon.
  3. Select the export format. The file downloads to the default folder.