Copying forecast figures into a spreadsheet

If you are interested in sharing your financials in detail with a lender or investor, we recommend either printing a report from the Forecast section or issuing them a guest pass to your LivePlan account. LivePlan is designed to be a live online platform on which you can easily present the full details of your forecast from within your plan. 

If you're interested in bringing the numbers of your LivePlan forecast into spreadsheet software such as Microsoft Excel or Google Sheets, first export your plan as a Word document in LivePlan and then copy and paste the table data into your spreadsheet software. 

For Google Docs and Google Sheets

  1. Export your plan to Word
  2. Navigate to the tables in the Word document you wish to convert into a spreadsheet and select all the rows you want to include.
  3. Copy the selection:
    selecting data from word.gif
  4. Open your GSheet spreadsheet, select the starting cell, and paste the selection from your clipboard:
    paste into gsheets.gif
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