How do I download or print my financial statements? Follow

When you download your plan for printing, the default document will include everything you see in the Outline page. But you can easily create a download that contains only your financial statements, and if you like, you can even add more detail to those statements.

Note: All of the data you've entered into the Forecast tab of LivePlan is compiled into three financial statements. If you'd like to print your forecast in detail, please see the second section of this article to create detailed financials.

  

Creating a financials-only download with condensed statements

With this option, your downloaded financial statements will contain annual totals.

  1. In the Plan tab, click the Download & Print link:
    download-print-link.png
  2. Locate the Setup section of the page. Click the Edit button next to Chapters:
    chapter-download-editbutton.png
  3. In the overlay that appears, un-check all the chapter boxes except for Financial Plan. Click Save & Close:
    finencials-only-download.gif

    Note: This setting will stay in place until you change it, so if you need a download of your plan that contains the written sections as well as the financials, just come back to this overlay and re-check the chapter boxes.

  4. Now, when you download your plan as a PDF or export it as a Word document, it will contain only your financial statements. If you'd like those statements to be more detailed, see below:

 

Creating a financials-only download with detailed statements

With this option, your downloaded document will contain two sets of financial statements: one with annual totals and one with monthly detail. And you can also include a number of extra details to suit your needs.

 

  1. In the Plan tab, click the Download & Print link:
    download-print-link.png
  2. Locate the Setup section of the page. Click the Edit button next to Chapters:
    chapter-download-editbutton.png
  3. In the overlay that appears, un-check all the chapter boxes except for Financial Plan. Click Save & Close:
    finencials-only-download.gif

    Note: This setting will stay in place until you change it, so if you need a download of your plan that contains the written sections as well as the financials, just come back to this overlay and re-check the chapter boxes.

  4. Now, in the Setup area, click the Edit button next to Appendix:
    quiche-add-appendix.png
  5. In the overlay that appears, click the check boxes for the statements you'd like to include in your Appendix, and the extra details you'd like to have in your Profit and Loss statement. Click Save & Close:
    quiche-add-appendix-overlay.gif

    Note: If you need a download of your plan without these detailed statements, you can come back to this overlay anytime and uncheck the boxes.

  6. Now, when you download your plan as a PDF or export it as a Word document, it will contain your financial statements in both the condensed and detailed forms.

 

 

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