How to replace a personal finance spreadsheet
You do not need to abandon your old spreadsheet overnight. Move the workflow in stages.
- List your accounts, debts, budgets and goals.
- Export or copy the current balances you want to keep.
- Import transaction history where supported.
- Recreate recurring bills and savings goals.
- Keep the old spreadsheet as an archive while you verify the new system.
The Wealth Flow is designed to bring those everyday tasks into one workspace.
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