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How to Print or Download Your Financial Reports as PDFs
Pocket Plan makes it easy to print or download your financial reports as PDFs so you can review them offline, share them with your advisor, or store them for your records. Below, we answer the most common questions users ask about printing and saving financial reports.
What Financial Reports Can I Print or Download in Pocket Plan?
Which reports can I print or download as PDFs?
You can print or download all major Pocket Plan reports, including:
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Net Worth Report
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Cashflow Report
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Budget Report
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Investment Report
All reports are formatted for clear and professional printing.
How Do I Print or Download a Financial Report as a PDF?
Printing or saving a report as a PDF only takes a few steps.
Step-by-Step: Printing or Saving a Report
Where do I find my financial reports?
From your Pocket Plan dashboard, click the Financial Reports tile or select Financial Reports from the left-side menu.
How do I choose the report I want to download?
Select the specific report you want, such as Net Worth, Budget, Cashflow, or Investments.
Where is the print or download option?
Look for the Print button or icon located at the top-right corner of the report page.
How do I save my report as a PDF?
Click the Print button to open your system’s print dialog.
Then:
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In the Destination or Printer field, select Save as PDF or Microsoft Print to PDF
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Click Print
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Choose where to save the file on your computer
Can I print a physical copy instead?
Yes. Simply select your printer in the print dialog and click Print.
Why Should I Download My Financial Reports as PDFs?
What are the benefits of downloading reports as PDFs?
Downloading reports as PDFs allows you to:
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Review your finances offline
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Keep personal financial records
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Share a snapshot with your advisor
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Maintain a consistent, professional format
Tips for Printing and Downloading Reports
Will the report layout change when printed?
No. Pocket Plan reports are designed with a consistent, print-friendly layout for clarity and professionalism.
Are Pocket Plan PDFs compatible with all devices?
Yes. PDFs can be opened on computers, tablets, and smartphones across all operating systems.
Can I share PDFs with my advisor outside Pocket Plan?
Yes. Downloaded PDFs are an easy and secure way to share financial information with your advisor if needed.
Frequently Asked Questions
Do I need special software to download PDFs?
No. Most devices include built-in PDF support. If needed, free PDF readers are widely available.
Can I download reports on mobile devices?
Yes. As long as your device supports printing or saving to PDF, you can download reports from mobile or tablet browsers.
Are my reports automatically saved in Pocket Plan?
Reports are generated in real time. You must manually download or print them to save a copy externally.
Is my financial data secure when downloading PDFs?
Yes. However, once downloaded, security depends on how you store and share the file. Always keep PDFs in a secure location.
Next Steps
Now that you know how to print and download your financial reports as PDFs, you can easily track progress, share insights, and stay organized.
👉 Learn more: Financial Reports – Understanding Your Net Worth, Budget, and Investments
If you need help interpreting your reports, explore the rest of the Pocket Plan knowledgebase for detailed guides and insights.
