Skip to main content

Editing Projections in Bulk via Excel

Written by Raul Piedy

Overview

Once you have projections set up in Cash Flow Frog, you’ll sometimes need to update them in bulk — adjusting amounts across lots of rows, fixing account assignments, shifting dates forward, or reassigning projections between scenarios. Doing that one row at a time in the app is slow, so the faster route is to export everything, edit it in Excel, and re-import.

Looking to change just a few projections? You can also bulk-edit projections directly in the app. This guide covers the Excel route, which is faster when you’re updating a lot of rows at once.

Step 1 — Export your projections

Exporting gives you a spreadsheet of everything currently on your Projections screen, already formatted to match the import template.

  1. Go to the Projections screen.

  2. Click the export-import icon (the download/upload arrows).

  1. Click Export Spreadsheet, then open the file in Excel or any compatible spreadsheet app.

Step 2 — Make your edits in Excel

With the file open, change whatever rows you need. Two things to get right before you re-upload:

Keep values plain — no formulas

Cash Flow Frog reads cell values, not formulas. If you’ve used formulas to calculate amounts or dates, strip them out first:

  1. Select all your data cells.

  2. Copy (Ctrl+C).

  3. Right-click and choose Paste Special > Values Only (or Ctrl+Shift+V) to replace the formulas with their calculated values.

Removing projections? Here’s the key thing to know

Re-importing only adds and updates projections — it never deletes. Deleting a row from your spreadsheet won’t remove that projection from Cash Flow Frog; it’ll simply stay as-is.

To remove projections, delete them in bulk in the app — either before you export the file, or after you upload your changes. Either way works; just don’t rely on the spreadsheet to do it for you.

Step 3 — Re-import the edited file

  1. Go back to the Projections screen.

  2. Click the export-import icon (the download/upload arrows).

3. Click Upload Changes and select your edited spreadsheet.

4. Cash Flow Frog will ask whether to apply the changes across all scenarios. Check that option to update everywhere, or leave it unchecked to update only the scenario you’re currently in. Then click Update.

Did this answer your question?