Personal page is preserved for non-business items. Business tax export will not include personal rows.

Unified PDF import: Click Import Statement PDF and choose an E*TRADE, bank, or credit card PDF. WealthFlow auto-detects stock trades versus bank/card transactions, detects the account name, lets you pick from a dropdown if needed, skips duplicates, and lets you move mixed-use items between Business and Personal after import.

Email buttons: Browsers cannot attach generated local files through a normal mailto link. WealthFlow will download/share the file and open an addressed email. Attach the downloaded file unless your browser supports native file sharing.