You can export everything you've logged in CeeWealth at any time - there's no lock-in and no waiting period.
How to export
- Go to Settings > Data export.
- Choose a full JSON export, or individual CSVs for accounts, investments, income, expenses and goals.
- Download the file directly - nothing is emailed or delayed.
Why this matters
Your data belongs to you, not to us. Whether you want a personal backup, want to build your own spreadsheet from the raw numbers, or want to switch tools entirely, a full export is always available with no extra steps or support ticket required.
What's included
Every balance you've logged, every transaction, every investment trade, and your full historical net worth trend - not just a snapshot of today.