How do I export data?
Exporting Your Data (into Excel) from Hedgi
Hedgi offers a handy export feature so you can easily obtain your transaction history, profit and loss statements, and balance sheet details from the app.
Simply navigate to the transaction, P&L, or balance sheet tab in Hedgi and look for the “Export” button in the top right corner.
Clicking this will download a copy of your data for the selected tab in a convenient Excel format. You can then view, analyze or share this exported copy outside of the app.
Key data your export can include:
- Transaction activity and details (general ledger)
- Risk scores associated with related deductions
- Profit & Loss Statements
- Balance Sheets
This enables you to maintain your own records, integrate with other tools, or share statements with advisors. The easy-to-use export function gives you full access to your Hedgi data in Excel format for further use and analysis outside the app.
Contact Hedgi support if you have any questions or issues accessing the export features.