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Frequently Asked Question!
While Excel and Google Sheets look similar, they use different coding and feature sets (like ‘Checkboxes’ in Sheets vs. ‘VBA Macros’ in Excel). To ensure all automated features and formulas work perfectly, we provide specific files for each. Please use the Excel file specifically for Microsoft Excel and the provided link for Google Sheets. Cross-using them may cause formulas to break.
To protect the master template for all users, the link opens a ‘View Only’ version. To create your own private, editable version, simply go to File > Make a copy in the top menu. This will save a fresh version directly into your personal Google Drive.
Errors usually happen if a row is deleted instead of ‘cleared,’ or if a required field is left blank.
Step 1: Use Ctrl + Z (Undo) immediately.
Step 2: Check if you’ve accidentally deleted a cell containing a hidden formula.
Step 3: Refer to the Instructions tab included in your file. If you’re still stuck, feel free to reach out to our support!
For Google Sheets, no—all you need is a free Google account. For Excel, you will need a version of Microsoft Excel installed on your computer (Excel 2019 or newer is recommended). If you are using the free ‘Excel for the Web’ version, most features will work, but some advanced formatting may look slightly different.
Don’t panic! It happens to the best of us. Since you receive a digital file, you can always go back to your original download link and start fresh with a clean version of the template. We also recommend keeping one ‘Master Copy’ untouched so you always have a backup to refer to if things get messy.
Your purchase includes a Single-User License. You are welcome to use the template across all your personal devices and share it with your internal team or business partner for your own business operations. However, reselling, redistributing, or sharing the template link publicly is strictly prohibited under our terms of use.