How Do I Download or Print My Boldin Plan?

Please navigate to the View Full Plan feature on the left menu to print or download your plan data.

Once in View Full Plan, you can press the Download button to print or export your plan data.

The print report is available only in the Future Dollars view.

The data is available in both the the Today's Dollars and Future Dollars view.

NOTE: all stored forecast calculations are based on the future dollar calculations. When you export your plan data you are viewing stored forecast amounts or optimistic, average, pessimistic calculations based on future dollars.

If the "today's dollars" toggle is active, the download uses whatever is active (optimistic, average, pessimistic) as the general inflation number to adjust all the numbers in the download data, which may be different than when you're toggling in your plan.

PRO TIP: If you would like to view or download your monthly expenses in the detailed budgeter, use Boldin AI to run a query. For example, "Give me a CSV table of my inflation adjusted recurring monthly expenses for 2027."