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How to Print a Financial Statement Report

Estimated reading time: < 1 min

To print reports, look for the RealData menu at the top of your Excel window.    In Windows, the RealData menu looks like this:

The RealData menu




On Mac running Excel 2011, the RealData menu looks like this:





If you are not seeing a “RealData” option in your Excel menu, macros may not be enabled.  Check the knowledgebase for articles on enabling macros or contact RealData for support.

When you click on Print Reports on the RealData menu, a window will appear with report options:

Print Reports in Personal Financial Statement










Pick the reports that you require for your financial statement.  Once complete, you will have a single PDF file will all the pages you have selected.

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