In short
On the Overview, tap Download family snapshot. Westara saves a one-page PDF. On phones that support it, you can also Share it directly.
The button appears as soon as there's something to show: wealth, cash or this month's Actuals.
What the page can include (if the numbers exist)
- Family wealth and cash
- Ready to assign
- Income, spending and net against plan this month
- The mix and a 30-day wealth trend
The snapshot is a summary for a second person or your records. It isn't a full data export and it isn't a tax form.
Tables as PDF
On Budget and Actuals you can also export the table you're looking at as a PDF.
In the app
- Overview
You’ll find these areas in Westara after signing in.