You can export a PDF from the Forecast tab if you need to print detailed forecast data to share with a colleague or advisor. This export can be configured to include any sections of your forecast in either monthly or annual detail.
- From the Forecast, click Download & Print:
- Check the boxes for the formats (annual or monthly) and the data you want to include in the PDF:
Note: If you select Monthly Details, the monthly detail pages will be formatted on landscape (horizontal) pages. All annual detail data will be formatted on portrait (vertical) pages. If you select both, your PDF will contain pages in both formats.
- Under Other Options, select the paper size. Then click Download as PDF:
- When the PDF is compiled, you'll see the notification pictured below near the lower-right corner of your LivePlan window. The PDF will download to your browser's default download location on your computer. Click View PDF to open it in a new tab in your browser:
To learn more about other ways to export, please see All export options available in LivePlan.