What’s New: Paste from Excel

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If you’ve been working on your financial forecasts in Excel and are starting to use LivePlan, getting your data from Excel to LivePlan used to be a real hassle.

Not any more!

You can now paste data from Excel or Google Sheets directly into LivePlan. This is really handy if you already have a forecast in Excel and want to get up and running quickly in LivePlan.

Here’s a quick video to show you how it works:

copy paste forecast

You can even copy multiple rows of Excel data into LivePlan if you are creating a forecast that has multiple months of forecast detail. LivePlan filters out the currency symbol and any other formatting but keeps any negative signs or decimals.

I hope you find this new feature useful! As always, we’d love to hear from you in the comments. ​

Noah Parsons
Noah Parsons
Before joining Palo Alto Software, Noah Parsons was an early Internet marketing and product expert in the Silicon Valley. He joined Yahoo! in 1996 as one of its first 101 employees and become Producer of the Yahoo! Employment property as part of the Yahoo! Classifieds team before leaving to serve as Director of Production at Epinions.com. He is a graduate of Princeton University. Noah devotes most of his free time to his three young sons. In the winter you'll find him giving them lessons on the ski slopes, and in summer they're usually involved in a variety of outdoor pursuits. Noah is currently the COO at Palo Alto Software, makers of Outpost and the online business plan app LivePlan. You can follow Noah on Google+ or on Twitter.
Posted in LivePlan Updates