There are two ways to back up your data in Summ:
In-app backups — save a snapshot of your account that you can restore at any time from the History page. See How to back up and restore your account data.
Exporting your Transaction report — keeps a copy of your raw data outside the platform. This guide covers how.
Steps to download your transaction report
An active subscription is required to download reports for all years.
Go to the Reports page.
Select the date range from the beginning date of your transaction to today, or as you need.
Click Download reports on the right-hand side of the page.
Click CSV on the right-hand side of the Transactions Report.
Your file will download in
.csvformat, containing all your transactions.
It is advisable to download all your tax reports after filing your taxes to ensure that you have a backup of all your cryptocurrency transaction records and tax reports.