Help Center
We’re happy to have you here! Browse the guides below or search for help.
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.
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.
Google Sheets automatically saves your work while you’re connected to the internet. Access it later at sheets.google.com.
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.
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.
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.
Click the green Share button, enter their email, and choose their access level (Viewer or Editor).
Yes, Google Sheets allows offline access if you enable it in the settings.
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.
No.
Our spreadsheets are designed only for Google Sheets. Exporting to Excel will break the formulas.
Absolutely! Duplicate the monthly tab and update the date. You can use the same spreadsheet for years.
Don't worry! Go to File → Version history and restore a previous version to fix it.
Yes! While key formulas are protected, you can edit layouts, colors, and categories freely.
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