FAQ

How do I get my files?

Straight after payment, your download links appear on the order confirmation page and are emailed to you. Each product comes as a ZIP file containing the spreadsheet and a PDF setup guide.

Does it work in Google Sheets?

Yes. Upload the spreadsheet to Google Drive, open it, and choose File > Save as Google Sheets. The setup guide shows each step.

Does it work in Excel?

Yes, in recent versions of Microsoft Excel on Windows and Mac. Just open the file.

Can I use it on my phone?

Yes, in the free Excel or Google Sheets app. Setting up is easiest on a computer.

Is it set up for UK money?

Yes: pounds, monthly pay and UK bill categories. Our sole trader and online seller trackers follow the UK tax year, 6 April to 5 April.

Can I reuse it next year?

Yes. Save a fresh copy, change the year and clear the example figures. No need to buy it again.

Can I share it?

Each purchase is licensed for your own personal or own-business use. Please don't share, resell or publish the files.

Can I cancel or get a refund?

Because our products are instant downloads, your right to cancel ends once you've agreed to immediate access and your download is made available. If a file is faulty or not as described, we'll fix or replace it, or refund you. See our Refund and Cancellation Policy.