Export a client

Cashflow calculations (Excel)

Open the client, go to the Tables tab, then the Cashflow sub-tab. In the toolbar (with Run Simulation, Save, and the Cumulative/Present toggle), click Export. A file is downloaded with the current scenario’s cashflow calculations in Excel format.

To export a different scenario’s calculations, switch to that scenario, then go to Tables → Cashflow and click Export again.

Spreadsheet file

The generated file is a standard Excel file with no formulas or links to the app. The main purpose of this file is for it to be styled and copy-pasted into reports, or stored for history keeping.

If you need to make a change in the calculations, it needs to be done in the app, then exported again.