Export
Download reports, budgets, and schedules
CSV
Budget Report
Export your full budget spreadsheet as CSV with all months, actuals, and variance data.
PDF
Budget PDF
Generate a polished PDF report for client meetings with charts and summaries.
CSV
Recurring Schedules
Export recurring revenue and expense schedules with dates, amounts, and frequencies.
PDF
Goal Report
Export goal tracking progress as a PDF with monthly targets and actuals.
Recent Exports
| File Name | Format | Date | Status | |
|---|---|---|---|---|
| FiscalPilot_Budget_2026_Feb.csv | CSV | Feb 18, 2026 | Completed | |
| FiscalPilot_ClientReport_Q1.pdf | Feb 15, 2026 | Completed | ||
| FiscalPilot_RecurringSchedules.csv | CSV | Feb 10, 2026 | Completed | |
| FiscalPilot_GoalTracking_Feb2026.pdf | Feb 8, 2026 | Completed |