Help Desk

Welcome to our help desk. Scroll down for more general faqs and Google Sheets tip and tricks. If you cannot find your answer here or are still experiencing issues be sure to contact us, we will always try our best to get back to you within 24 hours.

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FAQs

  • All our spreadsheets are created for and on Google Sheets. As Google Sheets is an online programme we cannot include a direct file that takes you to the spreadsheet, but instead you will need a link. For that reason the file included with your purchase is a PDF. The PDF will contain a link to your spreadsheet as well as a link to the instructions of the spreadsheet.

  • Due to the digital nature of this product we cannot offer any returns or refunds. Once a purchase has been downloaded you will always have access to your purchase.

    If you made a purchase by accident be sure not to download your purchase. We will be able to check in our dashboard if the purchase has been downloaded. We will only be able to cancel your purchase if none of our products in your purchase has been downloaded.

  • All our spreadsheets available in our store are specifically designed for Google Sheets and will not function properly on Excel. While Google Sheets and Excel are similar programmes, they have large differences in their formulas and how formulas are set up. When a spreadsheet is exported to an Excel format the formulas won’t translate with it properly and the spreadsheet will not function as designed. For that reason we highly recommend not to export your spreadsheet and to only use the spreadsheet in Google Sheets

YOUR PURCHASE

ACCESSING YOUR SPREADSHEET

  • When you click on the link in the PDF a page will open in your internet browser. In the top right corner you will see a button that says “Use Template”. After you click this button a personal copy of this spreadsheet, only accessible by you, should open within seconds.

    Unfortunately, Google Sheets can be a bit glitchy from time to time. If it does not open, or if it opens in a view only mode try the following:

    • View only mode: in the top toolbar, click “File” → “Make a copy”. This will create a copy of the spreadsheet that will provide you with full access. If that does not work try the troubleshooting options down below.

    • Open the spreadsheet from a computer or laptop: We have noticed that when trying to open the spreadsheet for the first time from a phone, tablet or similar devices that it does not always open. For that reason we recommend opening the spreadsheet from a computer or laptop for the first time.

    • Make sure there is enough space on your Google Drive: If your Google Drive is full, or near full, it will not allow you to enter the spreadsheets (it will show view only instead). You can check if you have enough space available by going to drive.google.com, in the left hand side menu you will be able to see how much storage you have left in your Google Drive.

    • Try a different browser: If you still have trouble accessing the spreadsheet make sure to check if your browser is up to date. If your browser is up to date and it is still not working then try a different browser.

    • Make sure you are logged into Google Sheets: The spreadsheet will not open if you are not logged in to your Google Sheets account or if you are trying to open the template in an incognito window. If your spreadsheet is not opening try the following:

    • Close all tabs and windows in which you tried to open the spreadsheet

    • Head to sheets.google.com

    • Log in with the Google account on which you would like to access the spreadsheet

    • Head to the PDF, click on the link and click “Use Template”. The spreadsheet should now open.

    If after you have tried all options above you are still experiencing issues be sure to reach out to us on Etsy so we can assist you further.

  • It could happen that you made the purchase only to realize that you would like to access the spreadsheet with a different email address. Not to worry, our spreadsheets are not tied to the email address of your Etsy account. After you have made your purchase you can open it with any Google account, even if you already accessed it with a different Google Account.

    To access it with the right Google Account:

    • Head to sheets.google.com

    • Log in with the Google Account that you would like to use to access the spreadsheet

    • Head to the PDF, click the link and click “Use Template”

    Your spreadsheet will now be linked to the right Google Account

  • If you would like to access the spreadsheet with multiple Google Accounts, for example because you would like to share your budget with your partner. Take the following steps:

    • In the top right corner of the spreadsheet you will see a big green “Share” button, click it.

    • In the bar that says “add people or groups” type in the email address of the person you would like to share the spreadsheet with

    • Pick what kind of access you would like to give the person you would like to add:

    —Viewer: the person can see the data in the spreadsheet but not make any changes

    —Editor: The person can view the spreadsheet and make changes

    —Owner: the person can view, edit, and has the option to now remove you from the spreadsheet

    • Click on the send button

  • While you will need an internet browser to edit your spreadsheet, Google Sheets has made it possible for you to edit and access your spreadsheet offline. You can find more information regarding using and editing your spreadsheet online on the Google Docs Help Platform here.

  • While we recommend opening the spreadsheet for the first time on your computer or laptop, there are no restrictions on which devices you can open or edit your spreadsheet. If you would like to access your spreadsheet on your tablet or phone we highly recommend downloading the Google Sheets app (available for Android and Apple devices) to make accessing the spreadsheets easier.

USING GOOGLE SHEETS

  • We protect all the formulas in our spreadsheets with warnings so you can use the spreadsheet worry free. However, it can still be that you made a change that altered the function of the spreadsheet. Luckily Google allows you to go back to a previous version, even if you closed your browser tab. To go back to a version of your spreadsheet that worked simply click (in the top toolbar) “File” and then “Version History”. You can have a look at the different days and switch back to a version of the spreadsheet that worked as intended.

  • At this moment we don't accept any requests for customising spreadsheets, however, you are of course free to edit and make modifications to the spreadsheet yourself!

    We have added warnings to the spreadsheets that will prevent you from making changes to any formulas that would alter the function of the spreadsheet. However, the spreadsheet is not locked and you will be able to make any changes as you see fit!

  • Google Sheets is an online programme that is accessed through your internet browser or the app on mobile devices. As long as you are connected to the internet the spreadsheet will save automatically while you are using it. To access your spreadsheet in the future simply head to sheets.google.com to find an overview and access all your spreadsheets!