Access Your Financial Data With Ease

Vanguard: Comprehensive Guide to Exporting and Downloading Transactions

Access Your Financial Data with Ease

Stay on top of your financial well-being with Vanguard's convenient exporting and downloading features. From checking balances to tracking investments, our platform gives you the tools to manage your money seamlessly.

Exporting Transactions to Software

Easily export your transactions into popular spreadsheet programs like Microsoft Excel. This allows you to analyze your financial data in a customized format, providing greater flexibility for budgeting and tracking.

Downloading Past Statements

Request statements for any date within the past 24 months. Access current and historical statements to stay organized and keep a record of your financial transactions.

Holdings Downloads for Personal Accounts

Download your holdings into Money 2007 or higher using the Active Statements feature. This feature allows you to view your investment details in your preferred software, enabling you to make informed financial decisions.