Downloading Snapshots and PDF Reports in Life Hub

View the tutorial video for how to download snapshots and PDF reports in Life Hub.

Last published on: August 28, 2025

View the tutorial video for how to download snapshots and PDF reports in Life Hub. 

 

Video: Downloading Snapshots and PDF Reports in Life Hub

Video Transcript

hello this video will help you walk

0:02

through downloading a snapshot of Life

0:05

Hub or maybe you wanted to take a

0:07

snapshot or downloaded PDF report of any

0:10

of our cash flow charts here also known

0:12

as finf flow this will allow you to

0:14

download any version by clicking on this

0:17

top right button little Soundbar with

0:19

three lines we can download a snapshot

0:21

the nice thing about this is you can

0:22

jump to any year and print off that

0:24

version of that current year of that

0:26

current view so it is a little more um

0:29

to offer than just going into the report

0:31

Center which you'll notice will only

0:32

show current year so you can only see

0:35

2023 um here you can actually jump to

0:37

any year right rmd year maybe some

0:39

certain milestones in order to capture

0:41

that specific year so I'm going to go

0:44

ahead and download a snapshot of the

0:45

finf flow here uncheck these inputs

0:47

assumptions and glossery if they're not

0:49

needed again if you only want the one

0:50

pager the screenshot is going to get you

0:53

that one page uh download version it's

0:55

going to include your copy page and your

0:56

disclosure just as a a point there but

0:58

go ahead and download report

1:00

and once it's done downloaded I'm going

1:01

to go ahead and go to my downloads up

1:03

here and then we'll see the finf flow

1:06

and that version that we printed off

1:08

here again we jump to 2026 so what that

1:11

screenshot shows as of that year now if

1:13

I come back here and I want to look at

1:16

my life Hub again anything that's your

1:19

viewed here right if I only open income

1:21

it's only going to print out this view

1:23

of that we have if you want to see maybe

1:25

a more condensed view or maybe all of

1:28

your inputs there's some quick options

1:29

up here to open everything up so I'm

1:31

going to go ahead and do a downloaded

1:32

version of that same year 2026 on the

1:35

timeline here same three line Soundbar

1:39

button Download snapshot again

1:41

screenshot I'm going to turn these off

1:43

here and then we'll see the portrait

1:45

view just to get a version of what that

1:46

looks like here as well and then once

1:49

that report's done downloading we'll go

1:51

and pull the life Hub cover page and

1:54

then here we go portrait view

1:57

2026 what that plan would look like in

1:59

that year life Hub so hopefully that

2:01

helps feel free to reach out if you have

2:03

any questions to our support team uh

2:05

thank you for your time and for watching

2:06

the video and for choosing income lab

2:08

take care