Frequently Asked Questions

  • After checkout, you will receive an email with a secure download link that expires after 24 hours.

  • 5 out of our 7 templates work in both Excel and Google Sheets. If a template is designed for Excel only, this will be clearly noted in the product description.

  • Yes. Our templates are designed for ease of use. Simply enter the date, payment type (cash or credit card), description, and the income or expense category. No journal entries or advanced accounting knowledge required.

  • We advise against making changes, since the templates are pre-built with formulas that automatically connect your Income Statement, Balance Sheet, Statement of Owner’s Equity, and Statement of Cash Flows.

  • Yes. They are designed for sole proprietors and small business owners who file under Schedule C or Schedule E.

  • The download link provided after purchase is only active for 24 hours. Please contact us through our support page to receive a new template.

  • No. Because our products are digital downloads, they cannot be returned once purchased. To help you decide before buying, please see our How It Works page for demos.

  • Each template is intended for use with one business to keep your books separate and organized. However, if you own multiple properties, certain templates allow you to track them all within one file.

  • At this time, we do not provide ongoing updates. Each purchase is for the current version of the template.

  • If you have questions after purchase, please reach out to us through our Support page. We’re happy to help.