Export PDF Finance Reports from WIMM

There comes a moment when you need your money on paper. A partner wants the month at a glance, an accountant asks for records, tax season rolls around, or you just want an archive you control that does not depend on staying logged in. WIMM generates clean, formatted PDF reports for exactly those moments, and it treats handing you your own data as a normal part of the app rather than a feature to charge extra for.

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Three reports, three jobs

WIMM produces three PDF reports, each built for a different need.

The Transactions report is a clean list: date, description, category, and amount for every transaction in the range you pick. At the bottom it totals things up for you, with sums for expenses, income, and net, plus the count of transactions. It is the report you reach for when someone wants the line-by-line detail.

The Budget Summary flips the view from transactions to plan. It lists each category with three columns, Budget, Spent, and Remaining, and a status mark showing where you stand, then totals the whole thing. It answers "did we stick to the plan" in a single page.

The Monthly Report is the fuller export. It pulls your dashboard picture together into one document: your top categories, your budget performance, your top spending transactions, income vs expense, and the monthly comparison. When you want a complete snapshot of a month rather than one slice of it, this is the one.

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Where the export buttons live

You do not have to hunt for export. The buttons sit where the data already is.

On the Reports page there is an export button on each tab, so you can pull the report that matches whatever you are looking at. The Transactions page has its own export for the line-by-line list. And the Budgets page exports the budget summary directly.

In every case you choose the date range before you export, so the PDF covers exactly the window you care about, whether that is last month, last quarter, or a full year.

Good reasons to export

A few situations come up again and again.

Handing a clean summary to a partner or an accountant beats forwarding a screenshot or a tangle of CSV rows. A formatted PDF is something another person can actually read.

Tax-time records are the classic case. A transactions report or a monthly report for the year, exported once, becomes a tidy paper trail you can file and forget.

And there is the simplest reason of all: an archive you own. Exporting on a regular cadence means your financial history lives somewhere besides the app, in a format you control.

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Your data is yours to take with you

This is the part worth saying plainly. A lot of finance apps either lock export behind a paywall or, at best, hand you a raw CSV dump and call it a day. WIMM takes a different stance. Exporting your own data is a right, not an upsell, which is why it is simply part of the app.

That fits how WIMM treats your information generally. WIMM does not sell your data, and each user's data is isolated from everyone else's. Giving you formatted PDFs you can walk away with at any time is the same principle in action: it is your money, so it is your record.

Because it is built right in, you are never stuck. If WIMM is not for you someday, you can take a clean, readable history with you on the way out. That is how it should work.

Try the reports

The quickest way to see the PDFs is to generate one from a populated account. The demo loads a sample household so you can open the Reports, Transactions, or Budgets page, pick a range, and export a real document. Start at app.wimm.money/demo, then do the same with your own data once you sign in.