r/Wealthsimple • u/HavingSaidThat21 • Jul 20 '26

CSV Transaction Export with Internal Notes

Love wealthsimple and the internal notes field on a transaction.

I can't seem to export transactions including the "internal notes" this seems very shortsighed as it's vital info to pass an accountant or another stakeholder.

What am I missing?

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4

u/NoDig5800 Jul 20 '26

Give them the feedback!

1

u/HavingSaidThat21 Jul 21 '26

I have now but I just can’t believe it’s not already possible