How do I transfer / rollover data?

Andrew Skujins -

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This process is demonstrated in a YouTube video.

 

It is important that data be in the correct order before sorting.

Data is copied in three steps. It can be sorted or filtered to meet your needs before transferring.

1) Worksheet - transaction data between "Account" and "Amount in native currency". Copy from previous, and paste as values into the current version.

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2) Worksheet - transaction data between the far-right tick column to "Notes". Copy from previous, and paste as values into the current version.

3) Accounts - choose to copy either the balances from the current period (transfer) or next period (rollover) as needed. Copy from previous, and paste as values into "Input string".

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