Frequently Asked Questions
Find answers to common questions about our products, services, and more.
General Questions
Why did I receive a PDF with my download?
All our templates are created for and on Google Sheets. As Google Sheets is an online program, we cannot include a direct file that takes you to the template, 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 template.
Can I use this template for multiple months or years?
You can use this template for as many months or years as you like! You can duplicate the month tab (instructions in the Tips & Tricks section) for as many months as needed, all you have to do is adjust the year and the month on the top left corner of the budget tab!
Can I customize the template?
At this moment we don't accept any requests for customising template, however, you are of course free to edit and make modifications to the template yourself!
We have added warnings to the templates that will prevent you from making changes to any formulas that would alter the function of the template. However, the template is not locked, and you will be able to make any changes as you see fit!
Are there instructions included for using the template?
Yes, the template includes a Read Me tab with quick instructions to help you set up and start using the template right away. Additionally, there’s a link provided within the template that leads to a video tutorial for further guidance.
Payments & Refunds
What payment methods do you accept?
We currently accept payments through PayPal, which provides a secure and convenient checkout experience. We're also working on adding support for card payments soon to give you more options!
Do you offer refunds for digital products?
Due to the nature of digital products, we do not offer refunds. If you have any issues with your purchase, please feel free to reach out, and we’ll do our best to assist you!
File Access & Delivery
How will I receive my template after purchasing?
After purchasing, you will receive a PDF file containing a link to access and download your template. Simply open the PDF and click the link to get started!
Are there any restrictions on accessing my files after downloading?
No, there are no restrictions on accessing your files after downloading. You can access and use your template whenever you need, on any compatible device, and without any time limits.
Technical Support
I have opened the file, but the button with the link to the template does not work.
When you open the file be sure to open it with the Free Adobe Acrobat Reader. Opening it with a different programme (such as Preview on Apple devices) can sometimes cause issues which means that the link will not open.
I clicked on the “Use Template” button, but it does not open, it just keeps spinning.
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 template, 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 template that will provide you with full access. If that does not work, try the troubleshooting options down below.
- Open the template from a computer or laptop: We have noticed that when trying to open the template for the first time from a phone, tablet, or similar devices that it does not always open. For that reason we recommend opening the template 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 template (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 template 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 template 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 after you have tried all options above you are still experiencing issues, be sure to reach out to us so we can assist you further.
The template opened in “View Only” mode.
View only mode: in the top toolbar, click “File” → “Make a copy”. This will create a copy of the template that will provide you with full access. If that does not work try the troubleshooting options down below.
- Open the template from a computer or laptop: We have noticed that when trying to open the template for the first time from a phone, tablet, or similar devices that it does not always open. For that reason we recommend opening the template 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 template (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 template, 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 template 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 after you have tried all options above you are still experiencing issues, be sure to reach out to us so we can assist you further.
How do I save my template?
Google Sheets is an online program that is accessed through your internet browser or the app on mobile devices. As long as you are connected to the internet, the template will save automatically while you are using it. To access your template in the future, simply head to sheets.google.com to find an overview and access all your templates!
I would like to access my template with a different account.
It could happen that you made the purchase only to realize that you would like to access the template with a different email address. Not to worry, our templates 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 template
- Head to the PDF, click the link and click “Use Template”
- Your template will now be linked to the right Google Account
I would like to access my template on multiple accounts.
If you would like to access the template 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 template, 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 template with
- Pick what kind of access you would like to give that person
- Click on the send button
I have made a change in my template, and now I am getting an error code.
We protect all the formulas in our templates with warnings so you can use the template worry-free. However, it can still be that you made a change that altered the function of the template. 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 template 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 template that worked as intended.
Can I recover my template if I accidentally delete it?
If you accidentally delete your template, you may be able to recover it from your Google Drive's trash folder within 30 days. Simply go to the trash, find the file, and restore it. If it's been longer than 30 days or you cannot find it, unfortunately, we are unable to recover deleted files.
Access & Compatibility
Can I access my template offline?
While an internet connection is typically required to edit your template, Google Sheets offers an offline mode that allows you to access and make edits without internet access.
To enable offline access:
- Open Google Sheets in your browser and ensure you're signed into your Google account.
- Click the Menu icon (three horizontal lines) in the top-left corner.
- Select Settings, then toggle on Offline mode.
- Follow the prompts to set up offline access for your device.
Once offline mode is enabled, you can work on your template even when you're not connected to the internet. Any changes made offline will automatically sync when you're back online.
For more detailed instructions, visit the Google Docs Help Platform.
Can I access my template on my tablet or phone?
While we recommend opening the template for the first time on your computer or laptop, there are no restrictions on which devices you can open or edit your template. If you would like to access your template on your tablet or phone, we highly recommend downloading the Google Sheets app to make accessing the template easier.
Can I access my template in a different program such as Excel or GoodNotes?
All our templates available in our store are specifically designed for Google Sheets and will not function properly on Excel or any other program. While Google Sheets and Excel are similar programs, they have large differences in their formulas and how formulas are set up. When a template is exported to an Excel format, the formulas won’t translate with it properly, and the template will not function as designed. For that reason we highly recommend not exporting your template and only using the template in Google Sheets.
Still Have Questions? Contact Us!
If you couldn’t find the answer you were looking for, feel free to reach out to our team.