# Updates & Migrations

{% hint style="success" %}
**If you would like the latest version of the sheet (after purchase)** [**please click here**](https://cspersonalfinance.io/latest)**.**
{% endhint %}

{% hint style="info" %}
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)
  {% endhint %}

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:

{% stepper %}
{% step %}
**Open the link to the new Sheet, and save a copy of the latest Sheet in your Google Drive.**
{% endstep %}

{% step %}
**In your new Sheet, complete all the required steps in the *****First Time Setup***** Tab.**
{% endstep %}

{% step %}
**In the *****Migrate Data***** tab of your new Sheet*****, s*****pecify the version of your old Sheet.**

<img src="/files/-MSuwK8zTmR3cLMgK5EX" alt="" data-size="original">

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

{% step %}
**In your new Sheet, enter in the url of your old Sheet that you are upgrading from.**

<img src="/files/-MSuw_M3oI0NN4UxqKLS" alt="" data-size="original">
{% endstep %}

{% step %}
**Select the tabs that you would like to migrate over from your source Sheet.**

<img src="/files/-MSuwiZWgygM2xV3ZUpG" alt="" data-size="original">
{% endstep %}

{% step %}
**Click the Migrate Data button. This process may 2-3 minute to finish. That's it!**
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
**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.
{% endhint %}

{% hint style="info" %}
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.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://guide.cspersonalfinance.io/getting-started/upgrading-from-an-older-version.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.