How to upgrade the Master Sheet

There will be new updates to the Google Sheets™ stock portfolio manager with new features and better calculations.

It is important to have an import option when upgrading to the latest version to save you time from re-entering your data and settings

Import features include

  • Import Settings
  • Import Transactions
  • Import Summary
  • Import Dividends
  • Import Income Trusts
  • Import Deferred Tax

Part 4 - Folow the steps in the instrutions sheet

It is good to go through the steps in the instructions sheet.

There are more videos with explanations for each step.