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How to print or download your plan
How to print or download your plan

Learn more about printing your plan and accessing all of your data

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

In order to print or download your data, please navigate to the Print/Export feature on the left menu.


Print Report

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

Detailed Budgeter

You may also view the first 5 years of your Detailed Budgeter in the Print Report. Please navigate to the Print/Export feature on the left menu to print your plan report.

At this time the recurring expenses are combined in our charts.

Please see this video to print/download your detailed budgeter.Are you wondering how to identify or understand the data download?

Data Download

The print report 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.

You may access a sample of the data download here. Once you've accessed the spreadsheet, please press "Use Template" to access your own copy.

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