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