Budget Reports and Exports

How to export your budget as PDF, what reports include, and sharing with your lender.

Available Reports

OwnerDraw can generate several budget reports:

• **Budget Summary** — Overview of all categories with estimated vs. actual amounts
• **Detailed Budget** — Line-by-line breakdown with all cost details
• **Bank Export** — Formatted specifically for lender review

Exporting to PDF

1. Go to the **Budget** page
2. Click the **Export** button
3. Choose your export format (PDF or bank-ready format)
4. The PDF downloads to your device

Sharing with Your Lender

Your bank will want to see your budget at several points:

• **Loan application** — Initial budget estimate
• **Each draw request** — Updated budget showing actual costs
• **Project completion** — Final budget reconciliation

> TIP: Export and review your budget report before your first bank meeting. Make sure all categories are filled in and amounts are realistic. Banks flag budgets that look incomplete or unrealistic.