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. ​

Posted in LivePlan Updates