When wishing to export your cashflow forecast to show to colleagues or clients, you have two options:

  • Click the download icon shown above the forecast.

  • Click the print icon shown about the forecast.

The download icon will provide a fully functional Excel download, maintaining formulas and allowing you to continue to edit the data.

Those using the print icon will be able to download a PDF version of their cashflow forecast, although we would advise care as to how this displays given variable monitor and printer settings.

NB. The download is only available to Fluidly Standard users.

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