FAQ

What do I get with a membership?
Access to every template in the library, including new ones as they're added, for as long as your membership is active.

Excel or Google Sheets?
Both. Every template comes as an Excel file and as a Google Sheets copy created in your own Drive.

Can I edit the templates?
Yes. Nothing is locked. Inputs are blue, formulas are black, and each file has a Start Here tab.

Can I use them at work or with clients?
Yes, for your own work, your employer's, or client work you deliver. You can't resell or redistribute the templates themselves. See our Terms.

Do the templates include macros?
No. No macros, add-ins or external links, so they open cleanly in Excel and Google Sheets.

How do I download?
Log in, open a template, and select the download button.

How do I cancel?
Log in, go to your account page, and select Manage Plan. You keep access until the end of your paid term. See our Refund & Cancellation Policy.

Are these financial advice?
No. Templates are tools; example figures are illustrative. You're responsible for your inputs and decisions.

Can I request a template?
Yes. Tell us through the contact form. Member requests shape what we build next.