Support & FAQ
Frequently Asked Questions
Yes — every template works in both. You’ll get an Excel file (.xlsx) to download, plus a Google Sheets link that makes your own copy in one click. Use whichever you prefer; they’re the same workbook.
Excel 2016 or later. No macros, no add-ins, no subscription, and nothing to install. If you use Microsoft 365, you’re covered too.
No. The formulas, dropdowns, and dashboards are already built. You type your numbers into the labeled cells, and the workbook does the calculating. Each product includes a Start Here guide that walks you through the first ten minutes.
Never. You pay once, download the file, and it’s yours to keep and use forever. No monthly fees, no logins, no expiry.
Instantly. The moment your payment clears, your files are available to download — no forms, no sign-ups, no waiting. On Etsy, you’ll also get a download link by email and in your Etsy account under Purchases.
Click the Google Sheets link in your download and choose “Make a copy.” The workbook lands in your own Google Drive, yours to edit. One tip: set the file’s locale to United States (File → Settings) so the dates and dropdowns work correctly.
Yes — your purchase is for your own use across your own businesses. Please just don’t resell or share the file itself.
The workbooks are built to keep working year after year. If you ever hit a problem, message me through Etsy — I answer, and I fix things when they need fixing.
All sales are final. Because these are instant digital downloads that can’t be returned once received, I don’t offer refunds or exchanges. If something isn’t working right, though, message me through Etsy — I built these myself and I’ll help you get it sorted
Message me through Etsy and tell me what’s happening. I built these myself, so I can usually pinpoint the issue quickly and get you a fix or a workaround.
No. These are organizational tools to help you track and understand your own numbers. They’re not a substitute for professional advice, and they don’t replace an accountant, bookkeeper, or attorney where you need one.