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Importing and Exporting Spreadsheets

With EstateVal you can both import and export to your spreadsheet, in the process eliminate errors and time-consuming manual entry. Whether you have your securities in a spreadsheet and want to move them into EstateVal for evaluation, or have them in EstateVal and want to view your report in a spreadsheet, EstateVal makes it all easy for you.

Import

While in your spreadsheet application, save your data as a "CSV (MS-DOS)" file. "CSV" stands for comma-separated values, and will cause the data to be output as it is stored in the spreadsheet -- Column A will be the first item, Column B the second, etc.

After doing so, you can open EstateVal and go to Tools:Options:Import and set the Type to "Custom (Field)". Enter the file's extension ("CSV") and point Path to where the file is located. Also, enter the columns that the Symbol/CUSIP and Shares are saved in. For instance, if the CUSIP was in Column C in your spreadsheet and the Shares were in Column F, you would enter 3 for "Symbol Field" and 6 for "Shares Field."

Now, you are ready to import. Go to File:Import:To EstateVal, select the file and click Import. That's it! All your securities are transferred with just a few clicks of your mouse!

Note: Should you have any trouble with the imported numbers, go back to your spreadsheet file and make sure to change the Cusip column to a text format and the Shares column to a numeric format, without a comma, and the entries left-justified.

Export

The export option works just as easily. In EstateVal, set your export option by going to Tools:Options:Export and change the Type to "Excel". Enter your Path by browsing to the folder where you want to save your file. After you have evaluated your portfolio, click on File:Export:From EstateVal, choose the report type and click on Export. You can then close EstateVal, open Excel and click on File:Open, select the file, choose "Delimited" as its file type and "Comma" as its delimiter. You're done!

If you have Excel 365, the option to import csv files is disabled. To enable, follow these steps: http://professor-excel.com/import-csv-text-files-excel

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