Sunday to Saturday
Week of 2026-03-08
Plan: proMembers: 3Min balance: $2,500
Exports
CSV now, PDF-ready later in the same surface
The export page is scaffolded for CSV and PDF summary output so the data model can support both without rethinking routes or permissions.
CSV export
Normalized transaction, category, and snapshot data.
PDF summary
Dashboard-style summary output for print, advisors, and weekly reviews.