Downloading Your PDF Blueprint & Updating Monthly Roadmap Bricks

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Quick Reference

Downloading Your PDF Blueprint & Updating Monthly Roadmap Bricks

Once you have successfully logged your accounts using the Setup Wizard, executing your plan requires only two core tasks: exporting your master paper blueprint and recording your monthly updates on the Live Roadmap.

Too many budgets fall flat due to manual calculation hurdles. LEVEL eliminates this friction by automating your payoff curves. By learning how to access your profile settings and log monthly payments, you protect yourself from plan fatigue and stay aligned with your long-term financial goals. Here is the operational checklist to manage your dashboard.

Quick Reference: Exporting and Updating
To download your PDF schedule: Click your profile image (top right) → select Profile Settings → scroll to Master Execution Blueprint → click Download Roadmap.
To update monthly payments: Click your profile image → select Launch Live Roadmap → click Review Payment on the active brick → click Mark Paid.

1. How to Export Your Master PDF Schedule

Having a physical reference is a powerful psychological tool. LEVEL lets you export your entire month-by-month repayment schedule as a premium printable document:

01

Access Profile Dropdown

Log in to your dashboard and look at the top-right corner. Click your circular profile thumbnail to reveal the dropdown navigation panel.

LEVEL Profile Settings
02

Open Settings Panel

Select the **Profile Settings** option from the dropdown. This takes you to your account details and subscription preferences page.

03

Trigger Blueprint Export

Scroll down your settings page until you reach the **Master Execution Blueprint** section. Click the **Download Roadmap** button to save a high-resolution, multi-page PDF schedule.

LEVEL Exported PDF Schedule Preview

2. How to Record Your Payments on the Live Roadmap

Logging your actual transactions preserves calculation accuracy. Follow this step-by-step workflow each billing cycle:

01

Launch the Active Workspace

Click your top-right profile image and choose **Launch Live Roadmap** from the options to open your visual bricks board.

LEVEL Live Roadmap
02

Expand the Active Month

Find the current month’s brick (e.g. July) situated at the top of your stack. Click **Review Payment** on that brick to expand your transaction panel.

LEVEL review Payment
03

Confirm & Record

Verify that your minimum payments and velocity extra contributions are correct. Click **Mark Paid** to trigger the concrete-solidifying animation. This action automatically archives the payment on the left panel under **Record Archive**.

LEVEL Recording Month
LEVEL Recording Month Bricks Dashboard
5min
Confirming your monthly bricks takes under five minutes. Executing this step consistently keeps your overall payoff projection calibrated and accurate. LEVEL WORKFLOW BENCHMARKS

Frequently Asked Questions

Where do I find my historical records after marking a brick paid?
All completed payments are automatically stored under the **Record Archive** menu, accessible on the left side of your main Roadmap workspace. You can click on any archived month to review historical balances.
Why doesn’t the Download PDF button appear on my dashboard?
The PDF Blueprint export is located under **Profile Settings** rather than the main roadmap dashboard. Be sure to navigate through your top-right profile dropdown menu to find the download card.
What should I do if my payment amount changes during the month?
When you click **Review Payment** on the active month’s brick, you can manually adjust the numbers to match your actual banking transaction. Click **Mark Paid** to lock in the new amount and prompt a recalculation of future bricks.

Execute Your Plan

Stay committed. Build your roadmap block by block.

Track your progress and download your blueprint. Access your LEVEL settings dashboard today ↗

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