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How do I export or download my plan

An overview of how to export and download your plan

Cameron Drury avatar
Written by Cameron Drury
Updated over a month ago

To export or download your projections, navigate to the Plan page, and select the "Plan Detail Tables".

There are two tabs for "Cashflow" and "Balance Sheet"

Exporting Cashflow Projection

Click the "Export to CSV" button on the right hand side of the screen

Exporting Balance Sheet Projection

Click the "Export to CSV" button on the right hand side of the screen

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