How it works
How it works
What you get
A START-HERE PDF with two Make a copy buttons (a ready-to-use copy and a Sample copy filled with example data) and a step-by-step PDF guide.
Make your copy
- Buy the template. Your download is instant.
- Open the START-HERE PDF.
- Click a Make a copy button while signed in to Google and choose Make a copy.
- Open your copy's Start Here tab and follow the setup checklist. It takes a few minutes.
You need a Google account
These are Google Sheets templates, so you need a free Google account. They aren't Excel files.
Good to know
- Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
- Nothing to install: no add-ons, no scripts.
- Everything runs on standard Google Sheets formulas. Buy once and it's yours, with no subscription.
- Prices show in US dollars and dates use US Eastern time by default; the guide shows how to change both.
Tips
- Start with the Sample copy to see how it looks with example data, then use the ready-to-use copy for your own numbers.
- Each template opens on a Start Here tab that walks you through setup.
- Stuck? Contact us and tell us which template you have and what you were trying to do. A screenshot helps.