Updates & Migrations

Upgrading from an older Sheet version is extremely simple with the built-in migration tool.

If you would like the latest version of the sheet (after purchase) please click here.

To use the migration tool, your new destination sheet must be the Full Version of the sheet. The slimmed sheet does not include the migration tool and can't be migrated to.

Supported upgrade paths:

• Slimmed Sheet -> Full Sheet (includes migration tool)

• Full Sheet -> Full Sheet (includes migration tool)

You can upgrade to a new version of the Sheet using the built-in migration tool. Updating to a new version of the sheet takes just 30 seconds and migrates all your information across on your behalf. This tool is in the Migrate Data tab.

To complete a migration, please follow these steps:

1

Open the link to the new Sheet, and save a copy of the latest Sheet in your Google Drive.

2

In your new Sheet, complete all the required steps in the First Time Setup Tab.

3

In the Migrate Data tab of your new Sheet, specify the version of your old Sheet.

If you are unsure of the version of your old sheet, you can find it in the Net Worth tab in cell C46

4

In your new Sheet, enter in the url of your old Sheet that you are upgrading from.

5

Select the tabs that you would like to migrate over from your source Sheet.

6

Click the Migrate Data button. This process may 2-3 minute to finish. That's it!

NOTE: If you have extensively modified a sheet tab and modified the locations of some cells, the migration may not complete successfully or data may be copied incorrectly. If this happens please exclude that tab from the migration.

If you find the migration tool does not successfully complete the first time around - please feel free to run it again until it completes. This may be necessary if you have a large amount of data recorded. There are no consequences to running the migration tool several times until you see the success message.