Please navigate to the Print/Export feature on the left menu to print your Retirement Readiness report or download your plan data.
Print Report
The printreport is available only in the Future Dollars view.
Data Download
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.
Detailed Budgeter
At this time the recurring expenses are combined in our charts.
Please see this video to print/download your detailed budgeter.