If you've installed the Excel add-in, you can edit the pro-forma in Excel and push your edits back to Relm. The model in the cloud is updated; the property's history records the round-trip.
Push-back works on a pro-forma you opened with the add-in — Import to Excel on the add-in's Pro Forma card, then Push to Relm when you're done. A file downloaded with Export Excel can't be pushed back.
This page is the conceptual overview. For the step-by-step Excel UI flow, see Push-back to cloud.
Why round-trip?
Most acquisition teams have someone who lives in Excel, even when the rest of the team works in Relm Pro. Push-back lets that person stay in Excel without forking the model.
What gets synced back
- Line-item values. The income, loss, and operating expense lines in the pro-forma table — any line, any year. A planned $50K repair in Year 3, a higher Year-1 insurance figure, a lower vacancy loss.
Rows are matched by their label, so don't rename them — a row whose label doesn't match is skipped, and the add-in tells you how many were skipped.
What does not sync back
- Financing inputs. Purchase price, down payment, interest rate, and loan term aren't sent back — change those in Relm's Cap Rate & Financing panel.
- Edits to derived cells. EGI, NOI, NCF, debt service, DSCR, and the other calculated rows are formulas. Change the inputs instead of typing over them — the add-in doesn't warn you, and Relm recalculates EGI, NOI, and Net Cash Flow from the line items anyway.
- Cells outside the standard pro-forma layout. A note you added in column Z is preserved locally but not synced.
- Charts, conditional formatting, macros. Excel-only artifacts; Relm doesn't represent them.
Conflict handling
If the pro-forma changed in Relm after you imported it, the add-in warns you when you push: "The pro forma data has been modified on the server since you imported it. Do you want to overwrite the server data with your changes?" Confirm to replace Relm's version with your sheet, or cancel and re-import to pick up the latest version. There's no cell-by-cell merge.
Lock during push-back
When the add-in pushes, it takes the property's edit lock for the duration of the push. If someone is in Edit Mode in Relm at that moment, the push stops with "Property is locked by [name]. Try again later." — retry once they save.
See Property locks.
Audit trail
Every push-back saves a new version of the pro-forma, and each changed cell appears in the Financial section's History as an edit by you, where you can revert it. Pushes aren't labeled separately from edits made in the web app. See Version history.