How to download

1. Buy and download

After payment, your download links appear on the order confirmation page and arrive in your order confirmation email. Downloads are available the moment payment clears.

No email? Check your spam or promotions folder, then message us with your order number and we will resend it.

2. Open it in Excel

Open the downloaded file on a computer. If it is a .zip file, double-click it first (on Windows: right-click, then Extract All). Open the workbook in Excel, and read the first tab before you start.

You get a filled example to learn from and a blank copy to work in. Type into the blank one.

3. Or use it in Google Sheets

Open the instruction guide (PDF) in your download. It has one-click links to the Google Sheets versions. Sign in to your Google account, click the link, then click Make a copy. The copy is saved to your own Google Drive and is private to you.

Please use these links rather than uploading the Excel file to Google Drive: the Google Sheets versions are built and tested for Google Sheets.

Requirements

• Excel: Microsoft Excel 2016, 2019, 2021 or Microsoft 365, on Windows or Mac.
• Google Sheets: a free Google account. Nothing to install.
• No macros, no add-ins, no subscription, no bank connection.

Something not working?

Tell us what you see, with a screenshot if you can. If a template does not work the way its page says it does, we will fix it or refund you.