Save a page as PDF

In short

Use Export → PDF on Overview, Reports, Activity or History, then save from your browser’s print dialog. Check the preview before sharing.

Monthly statement PDF — summary band, allocation bars, annual chartMONTHLY STATEMENTMay 202612 · 9 · 3 · 91%DUE · PAID · OPEN · ON-TIMEHousingUtilitiesSubscriptionsTransportInsuranceHomeWeal · Confidential

Create the PDF

  1. Open the page and select the month or filters you want included.
  2. Open Export and select PDF.
  3. In the print dialog, choose Save as PDF or your browser’s equivalent.
  4. Inspect the preview, including page breaks and readable amounts, then save.

Print settings

If the preview needs adjustment, try default margins, enable background graphics and disable browser headers/footers. Print formatting hides navigation and focuses the page content, but pagination depends on your browser and settings.

Choose the source page

Reports gives a monthly statement. Overview gives the current overview content; Activity and History reflect their selected records and filters. A PDF is a record of the displayed export, not a full household data backup.

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