Printing pages and reports
Learn how to print reports and pages straight from your PocketSmith account! 🖨
You can print onto physical paper or digitally into a PDF file.
In this user guide
Printing pages and reports in PocketSmith
Although PocketSmith doesn't provide in-app print options, you can use your browser's print function to print any page in PocketSmith.
The following pages and reports have a print format so that they will print correctly:
- Transactions page
- Budget page
- Income & Expense report
- Net Worth report
- Financial digest
- Trends report
The browser print function doesn't work well for the Calendar page but can be printed when using a 3rd-party tool, as shown below.
Browser printing options
Check out the following guides for details on how to use your browser's print function:
Printing the Calendar and forecast graph
The interactive and resizable nature of the PocketSmith calendar, unfortunately, means that printing may not look good. Most browsers strip away a lot of the style information when preparing a document for printing. These styles are responsible for rendering the calendar and events.
We have a couple of solutions below that involve using browser extensions for Google Chrome and Mozilla Firefox. We think this is better than the browser's native print feature as it retains all the elements as you see them.
Printing the calendar in Google Chrome
Install an extension for your browser called Awesome Screenshot. This allows you to snap a screenshot and print the interface exactly as you see it.
You can find the extension in the Chrome Web Store: Awesome Screenshot
To print the calendar once Awesome Screenshot is installed, follow the steps below:
- Go to Forecast > Calendar
Click the Awesome Screenshot icon in the top-right of Chrome, then select Capture
Next, select Full Page
Once the screenshot is completed, click Done
Choose from the available options to download, save as PDF, or print the Calendar page.
Note
The resulting print will be the entire Calendar page, including areas you need to scroll to view.
If you only want to print part of the page, try some of the other options available in the capture menu, e.g. 'Capture selected area', to see if they suit you better.
Printing the calendar in Mozilla Firefox
Install an extension for your browser called Capture and Print.
You can find the extension in the Firefox addon directory: Capture & Print
When it's installed and activated, you'll see an icon for Capture and Print on the top right of your browser.
Clicking it turns your screen yellow, indicating the printable area. Your mouse pointer will be a crosshairs icon. Drag the pointer over the area you want to print - you can scroll to include the full page.
When you're done, you will be presented with a printable page of the area.
Once you're happy with the page settings, click Print... in the top left corner.
