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mass import video transcript:
In this video, I'm going to show you how to upgrade to a newer version of Excel, your finances using mass import. So this is the upgraded version that I have. And in this spreadsheet over here, I have sample data that would be, um, in this example, what I was using. So to get this started, I'm going to go to the new version.
Come into summary and I need to set up my financial accounts. I'm gonna come over here.
Copy those, come back. And I'm just going to pay special values. And if I don't want all these extra cells here, you can just put a D in there and delete those columns. One at a time
we'll come back. Let's go to the next section I have. So that was my financial accounts. Oh, the other thing I need to do is make sure I have the correct labels over here. So I'm going to copy those as well and pay special values, but those. All right now, we're going to get to the income categories. So if you look at my old spreadsheet, I had four and then the upgraded version, there's only three.
So you hit add, that's going to give you an option to have another income category. It also has to add it on the budget tab. So that's what it just did. I'm going to come grab these copy. Come back, pay special value. I just have a shortcut shortcut up here. That's peace, special values. You could also right.
Click and go to pay special. See this 1, 2, 3 that's values. And that puts that right in there. Go to my giving categories. Come back. I have three over here. I only have two. So I'm going to add one there.
Let's go over here and grab them.
And put that there. Okay. Fixed expenses. Let's see how many we have on the highlight. I'm down here. It says I have 10. Let's go for here. And there's 16. So I'm going to need to add six categories here. So I'm just going to hit.
I just have to be patient. Um, I know it's just one at a time, but you're not going to be doing this very often. Once you have a spreadsheet set up and going, uh, there's not too often that you're deleting or adding categories. Um, so we're almost done here. That's five and there's six. So gonna come back.
Copy those
paste special values are there. Let's see how many variable categories are in the sample data 13.
So we have enough room there. So let's copy that. Come back. And pay special values. All right. I don't want these extra for now. So I'm just going to delete those, the D in there and there. So once you put that D in there, you just click that box there, delete D in column. Some people are going to be inclined to try to right click and delete you.
That's not how it works. There's other tabs and other areas that the category needs to be added and removed. So you need a. The buttons we have in place here. So you put a D in there and then you click delete up there. Or if you need to add a column, you don't right. Click and hit insert. You come down here and hit add.
So wherever you need to add a column, a category, a you use these buttons at the bottom of whichever category. You need to add it. So that's how you, uh, get your accounts.
Now, if you are familiar with Excel, your finances, you know, on the import screen, you can do about 500 transactions at a time. So in this sample data unfortunate. If I go to transactions, there's over 6,000 transactions. So what we did down below the import tab is this section that says mass import. So it's starts with row 655.
It goes down to row 7,500. So it gives you about 6,850, uh, rows to work with. So I can come over here. And it looks like all of these will fit in one shot. So I'm going to highlight my transactions. So I'm just holding down the shift key and right arrow. And, um, I started at the top. I clicked up here in the yellow and hit down arrow a couple of times.
And now I'm on the first line and I'm going to hold down the shift key and right arrow. And now I highlighted all the. Columns. I'm going to hold shift and the control key and the down arrow. And I just highlighted all 6,000 rows. I'm going to copy that data. When I come back to Excel, my new sheet, come in here into account.
I'm going to hit paste, paste, special values. It shows me right here that I just pasted 6,079 lines. It all looks good. There's my accounts, dates, descriptions, amounts, and categories. Basically what mass import does is it just takes a transactions that whatever you put in here and throws it on the transactions tab.
If you're familiar with Excel, your finances, you know, as you try to post something up here, uh, there's notes and messages over here telling you if it's a valid transaction or not. The point of mass import is we're assuming that everything you've done was already a ma a valid transaction, and you just want it thrown into the transaction stab.
So have that all in there. It's not going to verify anything. When I click mass in port up here at the right, it says these transactions have not been validated. Are you sure you want to post them as is? I'm going to say yes. And it's going to just take all 6,000 transactions thrown right into the transactions tab.
So we're just going to give it a second to do that. And then we'll take a look at how things look.
All right. All of those transactions are now in the transactions tab of my new spreadsheet. I come back to import, you can see that got zeroed out and now we come to the summary and suddenly all of these accounts have their balances in for all of those transactions that we just threw in there. So that quickly I was able to set up a brand new spreadsheet with all my categories and transfer all my transactions.
And start using Excel, your finances. Um, like I did in the past. And the last thing you're gonna want to do is come to the budget. So when we added those categories on the summary tab, it also added them into the budget for us. So you can see they're all here. So if I go into my old spreadsheet and I go to the budget, I can copy.
So there's my budget for fixed expenses. Come into my new spreadsheet. And so I pasted the budget items into the new budget. There's nothing in rent so that wasn't showing up. And that was an old category that I was using and no longer using. So I'm just going to leave that zero and now let's get the variable expenses.
Copy of those. Again, we're updating our budget.
All right. Now the old Excel, your finances spreadsheet did not allow you to budget for incoming giving. So I can come back at a later point and put those numbers in there. Uh, the other thing that the other thing that you would want to do is update your personal financials. So you're going to have to add these in.
So for, for instance, the first one is a 5 29 plan, which is an asset. So I'm going to come into a personal financial statement of my new spreadsheet, 5 29 plan. And what I need, if you look at this, I need this updated. I need enough years to 2014. So let's go do that. Let's say. Add the next year. So I click that a couple of times, get it out to 2014.
Now I can come back. Grab what is, uh, balances were for the 5 29 plan for each of those years and just paste it. And then you can just go back and forth and take care of each item. Here's the house in the mortgage.
And I can just copy that
and paste it in there.
It's a liability.
That in there. And let's just add a one more for now health savings account. So I need another asset. You just hit add asset. You can type it in or just copy it from the other spreadsheet and grab those amounts. And you can see how quickly you can get your spreadsheet right up to where it was in the old version.
And now you're often running and using the newest version of Excel, your finances. So that's it for now. That's how quickly you can get Excel, your finances up and running with a brand new spreadsheet. Uh, all the latest upgrades and updates are in it. And it's, uh, 10, 15 minutes. You have all your transactions transferred over and you're good to go.
Thank you.
Click here to watch more videos :https://www.xlyourfinances.com/videos.html
Notice:
All of XLYourFinances' spreadsheets are protected by copyright laws. Breaking into the spreadsheet’s macros or breaching its password protection not only makes guarantees of the spreadsheet’s usability and support for the spreadsheet null, but is also considered a copyright infringement, as the methodologies and techniques utilized are proprietary and owned by XLYourFinances, LLC. Please refer to the terms agreement for more details on the terms of use.
Come into summary and I need to set up my financial accounts. I'm gonna come over here.
Copy those, come back. And I'm just going to pay special values. And if I don't want all these extra cells here, you can just put a D in there and delete those columns. One at a time
we'll come back. Let's go to the next section I have. So that was my financial accounts. Oh, the other thing I need to do is make sure I have the correct labels over here. So I'm going to copy those as well and pay special values, but those. All right now, we're going to get to the income categories. So if you look at my old spreadsheet, I had four and then the upgraded version, there's only three.
So you hit add, that's going to give you an option to have another income category. It also has to add it on the budget tab. So that's what it just did. I'm going to come grab these copy. Come back, pay special value. I just have a shortcut shortcut up here. That's peace, special values. You could also right.
Click and go to pay special. See this 1, 2, 3 that's values. And that puts that right in there. Go to my giving categories. Come back. I have three over here. I only have two. So I'm going to add one there.
Let's go over here and grab them.
And put that there. Okay. Fixed expenses. Let's see how many we have on the highlight. I'm down here. It says I have 10. Let's go for here. And there's 16. So I'm going to need to add six categories here. So I'm just going to hit.
I just have to be patient. Um, I know it's just one at a time, but you're not going to be doing this very often. Once you have a spreadsheet set up and going, uh, there's not too often that you're deleting or adding categories. Um, so we're almost done here. That's five and there's six. So gonna come back.
Copy those
paste special values are there. Let's see how many variable categories are in the sample data 13.
So we have enough room there. So let's copy that. Come back. And pay special values. All right. I don't want these extra for now. So I'm just going to delete those, the D in there and there. So once you put that D in there, you just click that box there, delete D in column. Some people are going to be inclined to try to right click and delete you.
That's not how it works. There's other tabs and other areas that the category needs to be added and removed. So you need a. The buttons we have in place here. So you put a D in there and then you click delete up there. Or if you need to add a column, you don't right. Click and hit insert. You come down here and hit add.
So wherever you need to add a column, a category, a you use these buttons at the bottom of whichever category. You need to add it. So that's how you, uh, get your accounts.
Now, if you are familiar with Excel, your finances, you know, on the import screen, you can do about 500 transactions at a time. So in this sample data unfortunate. If I go to transactions, there's over 6,000 transactions. So what we did down below the import tab is this section that says mass import. So it's starts with row 655.
It goes down to row 7,500. So it gives you about 6,850, uh, rows to work with. So I can come over here. And it looks like all of these will fit in one shot. So I'm going to highlight my transactions. So I'm just holding down the shift key and right arrow. And, um, I started at the top. I clicked up here in the yellow and hit down arrow a couple of times.
And now I'm on the first line and I'm going to hold down the shift key and right arrow. And now I highlighted all the. Columns. I'm going to hold shift and the control key and the down arrow. And I just highlighted all 6,000 rows. I'm going to copy that data. When I come back to Excel, my new sheet, come in here into account.
I'm going to hit paste, paste, special values. It shows me right here that I just pasted 6,079 lines. It all looks good. There's my accounts, dates, descriptions, amounts, and categories. Basically what mass import does is it just takes a transactions that whatever you put in here and throws it on the transactions tab.
If you're familiar with Excel, your finances, you know, as you try to post something up here, uh, there's notes and messages over here telling you if it's a valid transaction or not. The point of mass import is we're assuming that everything you've done was already a ma a valid transaction, and you just want it thrown into the transaction stab.
So have that all in there. It's not going to verify anything. When I click mass in port up here at the right, it says these transactions have not been validated. Are you sure you want to post them as is? I'm going to say yes. And it's going to just take all 6,000 transactions thrown right into the transactions tab.
So we're just going to give it a second to do that. And then we'll take a look at how things look.
All right. All of those transactions are now in the transactions tab of my new spreadsheet. I come back to import, you can see that got zeroed out and now we come to the summary and suddenly all of these accounts have their balances in for all of those transactions that we just threw in there. So that quickly I was able to set up a brand new spreadsheet with all my categories and transfer all my transactions.
And start using Excel, your finances. Um, like I did in the past. And the last thing you're gonna want to do is come to the budget. So when we added those categories on the summary tab, it also added them into the budget for us. So you can see they're all here. So if I go into my old spreadsheet and I go to the budget, I can copy.
So there's my budget for fixed expenses. Come into my new spreadsheet. And so I pasted the budget items into the new budget. There's nothing in rent so that wasn't showing up. And that was an old category that I was using and no longer using. So I'm just going to leave that zero and now let's get the variable expenses.
Copy of those. Again, we're updating our budget.
All right. Now the old Excel, your finances spreadsheet did not allow you to budget for incoming giving. So I can come back at a later point and put those numbers in there. Uh, the other thing that the other thing that you would want to do is update your personal financials. So you're going to have to add these in.
So for, for instance, the first one is a 5 29 plan, which is an asset. So I'm going to come into a personal financial statement of my new spreadsheet, 5 29 plan. And what I need, if you look at this, I need this updated. I need enough years to 2014. So let's go do that. Let's say. Add the next year. So I click that a couple of times, get it out to 2014.
Now I can come back. Grab what is, uh, balances were for the 5 29 plan for each of those years and just paste it. And then you can just go back and forth and take care of each item. Here's the house in the mortgage.
And I can just copy that
and paste it in there.
It's a liability.
That in there. And let's just add a one more for now health savings account. So I need another asset. You just hit add asset. You can type it in or just copy it from the other spreadsheet and grab those amounts. And you can see how quickly you can get your spreadsheet right up to where it was in the old version.
And now you're often running and using the newest version of Excel, your finances. So that's it for now. That's how quickly you can get Excel, your finances up and running with a brand new spreadsheet. Uh, all the latest upgrades and updates are in it. And it's, uh, 10, 15 minutes. You have all your transactions transferred over and you're good to go.
Thank you.
Click here to watch more videos :https://www.xlyourfinances.com/videos.html
Notice:
All of XLYourFinances' spreadsheets are protected by copyright laws. Breaking into the spreadsheet’s macros or breaching its password protection not only makes guarantees of the spreadsheet’s usability and support for the spreadsheet null, but is also considered a copyright infringement, as the methodologies and techniques utilized are proprietary and owned by XLYourFinances, LLC. Please refer to the terms agreement for more details on the terms of use.
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All XLYourFinances.com spreadsheets are copyright protected, © 2010-2023.
All XLYourFinances.com spreadsheets are copyright protected, © 2010-2023.