Send a report
The last step most people skip. Generate the report, then PDF, link or email it, to your accountant, your partner or your future self.
Your workbook may look different. If there is no brown band of buttons along the top, use the Money Mastery menu in the menu bar above your workbook. The names are a little different there: Categorize is Categorize Transactions, Reports is Clarity AI & Reports, Dashboard is Open Dashboard, and Start Here is Getting Started.
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Hi again. Today the last step most people skip: sending the report, to your accountant, your partner, or your future self.
In the Reports window, generate the report you want. Categories Breakdown for last month, say: choose it, set the dates, click Generate Report.
Click PDF. A file saves to your Downloads folder with the report exactly as you see it. That is your copy.
Click View and Share. The report opens on its own page in a new tab, with a link at the top. Click Copy link and paste it into a message. Anyone with the link sees the report, and nothing else.
Click Share. A small box opens. Type an email address, add a line if you like, and click Send. The report arrives as an email with the PDF attached, and the box says Sent.
Click Print if you want it on paper; your browser's print window opens with the .
The link stays live, so if you fix a row and generate again, click View and Shar.
A report sent is a decision made. A report you keep to yourself changes nothing. Keep one copy for your records and send the other.
Share remembers the last address you sent to, so the monthly report to your accountant is Generate, Share, Send, three clicks from the second month on.
Generate, then PDF, link or email. Three ways to send, one minute. See you in the next one.
Hi again. Today the last step most people skip: sending the report, to your accountant, your partner, or your future self.
Step by step
-
In the Reports window, generate the report you wantCategories Breakdown for last month, say: choose it, set the dates, click Generate Report.
-
Click PDF. A file saves to your Downloads folder with the report exactly as you see itThat is your copy.
-
Click View and ShareThe report opens on its own page in a new tab, with a link at the top. Click Copy link and paste it into a message. Anyone with the link sees the report, and nothing else.
-
Click Share. A small box opensType an email address, add a line if you like, and click Send. The report arrives as an email with the PDF attached, and the box says Sent.
-
Click Print if you want it on paper; your browser's print window opens with the
-
The link stays live, so if you fix a row and generate again, click View and Shar