Import & Reports

Key capabilities

• CSV import for transactions, assets, liabilities, goals and accounts
• A preview step so you fix problems before they land
• Downloadable templates that match the expected columns
• Reports and exports for records, filing or an advisor

Bringing in what you already have

Most households arrive with a spreadsheet. Rather than asking you to retype it, MyArthIQ imports it — and shows you exactly what it understood before writing anything, so a mis-mapped column is a correction rather than a cleanup job.

Portfolio statements

Holdings can be imported from a broker or registrar statement, so an existing portfolio doesn't have to be entered one line at a time.

Getting your data back out

Your records are yours. Reports can be exported whenever you need them — for your own filing, for a CA, or simply to keep a copy outside the app. Exports are sanitised against spreadsheet formula injection, so an opened file can't execute anything.