Importing online financial statements into Excel

My wife, a CPA, was analyzing financial statement of companies whose stocks we might buy or short. She was having to cut and paste from online into Excel. Which is a pain.

I discovered a much easier way.

With Excel 2007 (not sure if this works with earlier versions.)

1) Go to the web page with the financial statement on it. Google Finance works fine here.

2) Open a blank worksheet in Excel.

3) Click the “Data” tab. Click “From Web” in the Data area. Enter URL of the web page with financial statement.

4) The window will highlight various areas on the page. Click the financial statement area.

5) Click Import.

The financial statement will be imported into Excel (with the numbers as numbers, not characters!)

One thought on “Importing online financial statements into Excel

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s