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How do I download my financial statement?

My Money Steps will help you work out a financial statement which you can then download on to your computer. You can download it either as a spreadsheet or as a PDF document.

Go to the financial statement page and select either the CSV (spreadsheet) or PDF icon. You will be asked to fill out your name and address to add to the financial statement. Then you will be able to download and save a copy of your financial statement. If you are using a shared computer, make sure you delete your financial statement after you have finished with it.


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