FAQ's
Welcome to our FAQ page — we’re so happy to have you here! 🧡
We’ve gathered the most common questions to help you find answers quickly and confidently.
If you can’t find what you’re looking for, just send us a message.
Access, Downloads & Usage
Everything related to downloading, accessing, and using your templates.
How do I download my purchase?
Right after checkout, you’ll receive an email with a "Access Download" button to download the PDF which contain clickable links to access your templates. You can also download it instantly from the confirmation page after purchase.
What’s included in my purchase?
You’ll receive a PDF file with:
✔ A link to the template
✔ A video tutorial showing how to access it
✔ Additional links to our support page & YouTube tutorials
Can I use the templates on multiple devices?
Yes! Once downloaded, you can use your template on any device that supports Google Sheets or Excel (Excel version is available only for specific templates and require updated version of Excel or Office 365).
Do I need a specific software to use the templates?
All templates work on Google Sheets (free to use) and some also work with Microsoft Excel (as stated in the product details). You don’t need paid software to use them (Excel require updated version or Office 365)!
Do I need a Google account to use the templates?
Yes, a free Google account is required to access and edit Google Sheets templates. If you don’t have one, you can sign up at Google Account
What formats are your spreadsheets available in?
Our templates are available in Google Sheets and, for selected templates, Microsoft Excel. Each product listing specifies which formats are included. Upon purchase, you'll receive a PDF with clickable links to access the template in the appropriate format. If you're unsure whether a specific template includes an Excel version, check the product details or reach out to us!
How long do I have access to the template?
Forever! Once you download it or make your own copy, you have lifetime access and can use it as much as you want.
How do I access the template again if I lose the download?
No problem! If you ever lose your file, just contact us with your order details, and we’ll resend your access link.
What if I entered the wrong email at checkout?
No worries! Just contact us with your order details, and we’ll send you the download link to the correct email.
What if I didn’t receive the email with the download link?
Check your spam/junk folder, as sometimes emails land there. If you still can't find it, reach out to us, and we'll resend your link.
Are the templates suitable for beginners?
Yes! Each template comes with a step-by-step guide, and we’ve designed them to be simple, intuitive, and easy to use—even if you’re new to spreadsheets.
Do your budgeting templates work for any year?
Yes! Our templates are designed to work for any year. Just adjust the starting date, and you’re good to go!
Questions about editing, adjusting, and getting help with templates.
Below are some of are common questions about orders
Can I customize the templates?
Of course! All templates are fully editable, so you can adjust categories, colors, and settings to fit your needs.
Why are some tabs locked? Can I unlock them?
Certain tabs or formulas are locked to protect key functions and prevent accidental edits that could break calculations. However, if you need adjustments, you can unprotect the template without any permission from us and make any changes you want.
How do I change the date format?
If the date format doesn’t match your local settings, follow these steps:
- For Google Sheets: Click on Format > Number > Date and choose your preferred format.
- For Excel: Right-click the date column, select Format Cells, then choose Date and select your preferred format.
Can I change the currency in the finance templates?
Yes! Most of our templates support all currencies, allowing you to set the one that works for you.
Can I duplicate the template for different budgets or clients?
Yes! You can make copies of the template to use for different budgets, projects, or clients (as long as it’s for personal use and not resold/shared).
Can I use the templates for my business?
Yes! We have a variety of templates tailored for both personal and business use. Be sure to check the product description to find the one that fits your needs best.
What if I need help or support?
We’re here to help! You can contact us via our support email, live chat, or contact form, and we’ll get back to you as soon as possible.
Can I request a custom template?
Yes! We offer adjustments to our existing templates and also accept requests for fully custom templates tailored to your needs. You can fill out the form, and we’ll get back to you as soon as possible.
Note: Response times may vary depending on the volume of requests and orders we’re currently handling. We appreciate your patience and will do our best to accommodate your request!
Will I get future updates?
Yes! Any updates or improvements made to the template will be available for free to all past customers.
Payments, Licenses & Offers
Questions about payment, ownership, and special deals.
Is this a one-time payment or a subscription?
Absolutely no subscriptions! You pay once and get lifetime access to your template.
Do you offer refunds?
Since our products are digital downloads, we don’t offer refunds. However, if you have any issues, reach out—we’ll gladly assist you!
Can I share or resell the templates?
No—your purchase is for personal use only. Redistribution, resale, or sharing of the files is strictly prohibited.
Do you offer bundle discounts?
Yes! We have bundle deals where you can save by purchasing multiple templates together. Check out our shop for available offers.