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  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
  • Resource Center
  • Blog
  • Login
  • SUBSCRIBE

How to reload Data

There are various reasons why you may need to reload data in RealTime CEO:

  • The wrong month’s files were loaded.
  • There is an untagged account that you want to tag.
  • There were adjustments made to the accounts in a prior period after the data was loaded into RTC.

To reload the most recent month:

You can reload the most recent month of data loaded into RTC as many times as needed.  The process deletes what is there and reloads it so you will need to re-do any Normalization of Owners Salary and Non-Business Adjustments as part of the process also.

  1. Select Enter Data from the left-hand menu.
  2. Click Reload under Reload Most Recent Month.
  3. Click Import.
  4. Click the Select File button to find the CSV files for that month (Income Statement and Balance Sheet).
  5. Follow the normal data loading instructions from here.  See How to load and check Monthly Data

To reload data older than the most recent month:

Email Support and we will clear the data back to the date you request.  Data should then be re-exported from your accounting system and reloaded sequentially from that month onwards using the normal data loading instructions (link above).

 



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