2.93 - Spreadsheet Upload

June 7, 2024
Written by Katherine Schraeder
Updated 2 months ago

🚀 New Features

Export graph

  • Export of the graph is now available from the export modal

Upload Spreadsheet

  • New spreadsheet modal which includes more upload options
  • Account Balances - upload accounts and account balances
  • Account Totals - upload accounts and account totals
  • Transactions - same functionality
  • Forecast or actuals - upload totals as either actuals or forecast values

⚠️ Changed Functionality

  • Legacy spreadsheet wizard replaced with new modal
  • Default to show forecast total for account in current and future months
  • Always show actual, forecast and open total in the account summary for each section

🔧 Fixed

  • Quick model performance issues - adjustment overload
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