Support Center

Welcome to our support center. Choose a specific guide from the menu below or scroll down for more general FAQs. 

You can also click the button below to access our list of Google Sheets tips and tricks. If you cannot find the answer you are looking for or are still experiencing issues, please contact us through Etsy. We will always do our best to get back to you within 24 hours.

Personal and Family Spreadsheets 

Business Spreadsheets  

FAQs

Using Google Spreadsheets

   How do I save my spreadsheets? 

Google Sheets is an online program that you can access through your internet browser or mobile app. While you're connected to the internet, your spreadsheet will save automatically as you use it. To access your spreadsheet in the future, simply go to sheets.google.com where you can find an overview of all your spreadsheets and access them with ease.

   I have made a mistake in my spreadsheet how I can fix it !!

We take extra precautions to secure all the formulas in our spreadsheets with warnings to ensure your peace of mind. However, it's possible that an unintentional change may alter the function of the spreadsheet. 

Fortunately, Google provides the option to revert to a previous version, even if you accidentally closed the browser tab. 

To access a previously working version of your spreadsheet, simply click on "File" in the top toolbar and then select "Version History". You can review the different versions of the spreadsheet from different dates and switch back to a version that worked as intended

Personal Finance Spreadsheets

   Can I organize my transactions in chronological order? 

The good news is that you don't have to enter your transactions in a specific order in the spreadsheet as it automatically reads the date, amount, and subcategory and matches them to the correct month or paycheck. However, you may prefer to organize your transactions in the log tab to make them easier to read. To sort your transactions by date in chronological order, follow these steps:

   The graphics don't work what can I do? 

When you first open the budget or overview page of the spreadsheet, the graphs at the top may appear empty or display an error code. This is because there is no data available for the graphs to read. However, as you start adding transactions to your log tab, the graphs will automatically update and begin to display data.

   How do I withdraw money from my sinking funds or savings account?

If you have a sinking fund in your budget or using one of our “+” spreadsheets, you may be wondering how to withdraw money from the savings tab. Fortunately, it is a straightforward process. All you need to do is log a negative transaction, such as “-100”. This will withdraw the money from the savings tab and make it available again for the month or paycheck you have entered the transaction for.

   Why I don't see any data on my budget? 

Our budget, overview, and dashboard pages (depending on the spreadsheet you purchased) all have data filters that allow you to display data from the tracker tabs (such as the tracker tab) for specific dates. If you don't see any data, check if you have selected the correct dates in the top left corner of the page.

If the data still doesn't appear, make sure that you have entered amounts as "10.00" instead of "10,00". Google Sheets uses a period (.) instead of a comma (,) to read transactions. Also, ensure that you have entered an amount, date, category, and subcategory for each transaction.

Accessing Your Spreadsheets

   I can't access the spreadsheet or open in view-only mode 

Once you click on the link provided in the PDF, a page will open in your web browser. At the top right corner of the page, you will see a button labeled "Use Template." Simply click on it, and within a few seconds, a personal copy of the spreadsheet that is accessible only to you should open.

However, Google Sheets can sometimes experience glitches. If the spreadsheet doesn't open or only opens in "view only" mode, try the following troubleshooting options:

If you've tried all of the above and are still experiencing issues, please contact us on Etsy, and we'll be happy to help you further.

   I can't access my spreadsheet on my phone or tablet 

Although we suggest opening the spreadsheet on a computer or laptop for the first time, there are no limitations on the devices you can use to open or edit your spreadsheet. 

However, if you want to access your spreadsheet on your tablet or phone, we strongly suggest downloading the Google Sheets app, which is available for Android and Apple devices, to make it more convenient to access the spreadsheets.

   Can I access my spreadsheet offline?

Google Sheets has a feature that allows you to edit and access your spreadsheets even when you don't have an internet connection. To use this feature, you need to enable offline access for Google Drive. To do this, you will need to follow these steps:

Once you have enabled offline access, you will be able to access and edit your Google Sheets spreadsheets even when you don't have an internet connection. To learn more about using and editing your spreadsheets online, you can visit the Google Docs Help platform for more information.


   Can I access my spreadsheet in multiples googles 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:

- 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


Can I access my spreadsheet with other google account? 

If you have purchased a spreadsheet but would like to access it with a different Google account, don't worry! Our spreadsheets are not tied to the email address of your Etsy account, so you can easily access them with any Google account of your choice.

Here are the steps to access the spreadsheet with the correct Google account:

After following these steps, you will be able to access the spreadsheet with the desired Google account.

Your Purchase 

   Why did I receive a PDF with my download? 

Our spreadsheets are exclusively created for use on Google Sheets. Since Google Sheets is an online program, we cannot provide a direct file to the spreadsheet. Instead, we provide a PDF file that includes a link to your spreadsheet along with instructions on how to use it.

   Can I return or exchange my purchase? 

As this product is digital, we cannot provide any returns or refunds. Once you have downloaded your purchase, you will have permanent access to it.

If you accidentally made a purchase, please do not download it. We can check our dashboard to see if the purchase has been downloaded. We can only cancel your purchase if none of the products included in your purchase have been downloaded.


Can I use my spreadsheets in Excel? 

Our store offers spreadsheets that are exclusively designed for Google Sheets and may not function properly on Excel. Although Google Sheets and Excel share some similarities, they have significant differences in their formulas and formula setup. 

If a spreadsheet is exported to an Excel format, the formulas may not translate properly, causing the spreadsheet to malfunction. As a result, we strongly advise against exporting your spreadsheet and recommend using it exclusively in Google Sheets.

Tell me Your Ideas!

We value your feedback, which is why we regularly update our spreadsheets to include features suggested by our customers. We encourage you to share your ideas or suggestions on how we can improve our spreadsheets or add missing features. 

Contact us on Etsy and let us know your thoughts. We look forward to hearing from you!