FAQ: How To Export Data to Excel

To export data from the platform, follow these steps:

1. Export the Full Table:
   • Click the export button above the table in the Projection Section to download the entire table.
   • This will include all the details, including hidden columns, with around 250 to 300 parameters.
2. Export the Summary Page:
   • You can export the summary page, which provides a snapshot of the next 10 years.
   • This includes income assumptions, contributions, withdrawals, and debt payments, giving you a roadmap for the next decade.
3. Export Raw Data:
   • Go to the "Account" section, where you can export all the raw data and parameters in your plan.
   • This is useful for external reporting, such as insurance needs analysis.

These options allow you to export data in Excel format for further analysis or reporting.