4 min read

Exporting Your Financial Report

How to generate a PDF report of your full financial plan and view your report history.

1
Click 'Export Report' on your Dashboard
The 'Export Report' button is located in the top-right area of your Dashboard. Click it to generate a fresh PDF of your complete financial plan.
Generate a report at the start of every quarter to track your progress over time.
2
Wait for the report to generate
FUMONEY fetches all your data and builds a multi-section PDF report. This takes about 5–10 seconds. A loading indicator will show while it generates.
3
Your report downloads automatically
Once generated, the PDF downloads to your device automatically. The file is named with the current date for easy reference (e.g., FUMONEY-Report-2026-02-22.pdf).
4
What's inside the report
Your PDF includes 3 sections: • Section 1 — Where You Are: Income, expenses, net worth, fitness score • Section 2 — Where You Want To Be: Goals and retirement target • Section 3 — How You'll Get There: Action roadmap, SIP plan, paycheck guide
5
View your report history in Profile
Navigate to Profile → "Exported Reports". All previous reports are listed with their date and snapshot metrics (fitness score, net worth at time of export). Click "Download" to retrieve any past report.
Comparing older reports with newer ones is the most powerful way to see your financial progress over months and years.