Get a readable overview
Preview charts, milestones, and annual tables from the plan you’re working on.
Financial reports & exports
Your financial story.
Ready to take with you.
Read your plan as a clear report, then bring the detail into a conversation or your own analysis with downloadable summaries and tables.
Financial reports & exportsInside MoneyWhatIf
See what’s possible
What would make the next conversation clearer?
Bring the forecast, its milestones, and the annual details together in a format you can review with someone else.
Read the detailed guideTake a complete summary
Download a PDF report to review and discuss your financial picture away from the app.
Go deeper in your own tools
Export cash flow, net worth, portfolio, tax schedules, and the annual ledger as CSV for further analysis.
Explore the details
Connect the report back to the picture
A table becomes easier to interpret when you can locate the same pattern in the forecast. The net-worth chart provides a visual reference for milestone years and changes in the balance. Keep the household, plan, and money basis consistent when moving between that view and a report.
- Find the years behind an important report total.
- Compare values using the same inflation-display setting.
Net worth projectionInside MoneyWhatIf
From a question to a clearer picture
Turn the forecast into a useful conversation
Choose the report that answers your next question. Each preview reads the same projected years as the workspace, with context that travels into the downloaded file.
Prepare the plan and money basis
Open the plan you want to discuss and review its assumptions. Choose future dollars or Today’s money before exporting. The chosen basis appears in the preview, on the PDF, and in the CSV context lines.
Preview the right level of detail
Choose the financial plan summary or a topic report: income and cash flow, net worth and liquidity, portfolio and withdrawals, or lifetime taxes. The complete annual ledger brings the detailed yearly figures together. Inspect the headlines, graph, and table.
Take the report with you
Download the PDF summary for reading and discussion, or CSV files for your own spreadsheet analysis. Files carry the plan name and money basis so an exported scenario can be identified later.
Connect the whole plan
Explain the annual figures before exporting them
A tax table records the numbers; the selected-year breakdown explains their composition. Review the income sources and attributed tax before carrying the figures into a spreadsheet or discussion. That context makes it easier to ask a precise question about the forecast and return to the relevant assumptions.
- Connect annual tax figures to the sources that produced them.
- Keep effective rates and statutory brackets distinct in the discussion.
Income and tax sourcesInside MoneyWhatIf
One way to use it · illustrative scenario
Prepare for a retirement review
Imagine a household preparing to discuss a move to part-time work. Their plan already includes the proposed income change, spending assumptions, and the accounts expected to cover the gap.
Try an example planThe choice to explore
Choose Today’s money and preview the financial plan summary. Then open Portfolio & withdrawals and Lifetime tax schedule to focus the review on the years after the income change.
Where to look
Pin those years on the report graphs and read the annual tables. Look for the accounts supplying withdrawals, the estimated taxes, and the relationship between headline net worth and accessible wealth.
What you could learn
The report gives the conversation a common set of assumptions and specific years to discuss. If the discussion changes a choice, edit the plan first and generate a fresh report from the revised forecast.
Make sense of what you see
Read wealth in more than one way
Net worth gives the broad view
The report screenshot follows household net worth through the plan. Compare its path with the other lines to see why a single headline balance may not describe the money available to use.
Liquid worth highlights access
The liquid-worth line keeps cash and investment accounts separate from property. Compare it with after-tax worth and the withdrawal detail to understand the tax exposure and account rules that also affect money available for spending.
After-tax worth reveals embedded exposure
This line estimates net worth after the tax from realizing balances and gains in that year. It is a liquidation scenario used to show tax exposure; it is not an extra bill deducted from the ordinary projection.
A little more detail
Good questions to start with.
What is included in the PDF summary?
The PDF includes the overview, assumptions, headline results, charts, balance-sheet snapshots, income and spending breakdowns, milestones, and an annual projection. A resilience section appears when applicable; sections with no meaningful data are omitted.
Can I work with the underlying figures?
Yes. CSV exports contain a row for each plan year with calendar years and household ages. Some columns appear only in the files, so download the relevant topic report or complete annual ledger when you need fuller detail.
Does changing Today’s money recalculate the tax bill?
No. Taxes are calculated on each year’s actual projected dollars. Today’s money converts the finished figures into purchasing power using the plan’s inflation assumptions, or the selected historical run’s inflation when viewing a run.
Keep exploring
The next piece of your picture.
Lifetime financial projections
Financial planning software to project income, spending, taxes, investments, and net worth year by year, then compare the choices that shape your future.
Tax analytics
Explore estimated lifetime taxes and inspect the income, rates, and deductions behind each year.
Plans, profiles & sharing
Organize household profiles and plans, then give the people you choose a read-only view.
Know the language
Financial terms behind this feature
Your next chapter
Bring your own what-if.
Start with your numbers. See where they could lead.