Help Center

We’re happy to have you here! Browse the guides below or search for help.

Why Did I Receive a Link Instead of a File?

All our spreadsheets are created in Google Sheets. Because of that, the product isn’t sent as a file you download; instead, you’ll receive a Google Drive link for direct access.

The Link in the PDF Doesn’t Work

Make sure you open the PDF using Adobe Acrobat Reader. Opening it with other programs (like Preview on Apple devices) can cause the link to stop working.

How Do I Save My Spreadsheet?

Google Sheets automatically saves your work while you’re connected to the internet. Access it later at sheets.google.com.

I Clicked “Use Template,” but It’s Not Opening

If it doesn't open or shows "View Only", try this:

  • Go to File → Make a copy.
  • Use a Computer for the first setup.
  • Ensure you are logged into your Google Account.
The Spreadsheet Opened in “View Only” Mode

Go to the top menu → click File → Make a copy to get full access. Also, try opening it on a computer instead of a phone.

I Want to Use a Different Google Account

Log in to the desired account at sheets.google.com, then open the PDF link and click “Use Template”. It will be linked to the new account.

I Want to Share My Spreadsheet

Click the green Share button, enter their email, and choose their access level (Viewer or Editor).

Can I Access the Spreadsheet Offline?

Yes, Google Sheets allows offline access if you enable it in the settings.

Can I Use the Spreadsheet on My Phone?

Yes! We recommend opening it first on a computer, but you can use it on any device. Download the Google Sheets app for the best experience.

Can I Use It in Excel or GoodNotes?

No.

Our spreadsheets are designed only for Google Sheets. Exporting to Excel will break the formulas.

Can I Use It for Multiple Years?

Absolutely! Duplicate the monthly tab and update the date. You can use the same spreadsheet for years.

I Made a Change and Now There’s an Error

Don't worry! Go to File → Version history and restore a previous version to fix it.

Can I Customize the Spreadsheet?

Yes! While key formulas are protected, you can edit layouts, colors, and categories freely.

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