FREQUENTLY ASKED QUESTIONS

Once the payment is confirmed, you will get an email with your purchase and the access links.

If you want to use the Google Sheet version, it will be copied to your Google Drive. All you need is a FREE Google Account (Gmail).

If you want to use the Excel version, you will download it to your device.

Note: Save the delivery email to access all your future updates. 

YES! You can select your currency symbol in just one click!

NO! It is a one-time payment for your template and you will get all future updates 100% FREE!

YES! It is compatible with all devices: Android, iOS, Windows, Mac.

You need to decide on the software of your preference, Excel or Google Sheets, and access it through your web browser or downloading the Excel or Google Sheets app on your device.

YES! 100%! Your data is yours, we do NOT have access to it.

In addition, you are inserting numbers and texts, but no password or account information is needed in order to use the template.

Google Sheets and Excel contains strict security protocols as well to avoid your data be accessed by anyone else.

In summary, your data is more safe and secured that using any traditional budgeting app.

We suggest the most faster & easier method which is downloading the bank statement in CSV format from your bank and pasting in bulk to the template. We provide detail instructions on how to do it, is super simple!

Another option inserting it manually one-by-one. This option is better to control your impulse spending and record every transaction at the moment it happens.

INSTANTLY! Once your payment is cleared, you will get an email with your access links.

Payment is cleared instantly, however, in some rare circumstances the payment could be delayed a few minutes before it clears.

Note: Save the delivery email to access all your future updates. 

You just need one of the following:

For the Google Sheets version you need a FREE Google Account (Gmail).

For the Excel version you need the Microsoft Excel software installed in your Laptop or Computer. We recommend Excel 2013 or newer version.

BOTH! You will get access to both with your purchase. You are free to choose the one of your preference.

Yes! We provide an Excel version that can be downloaded to your device.

NO! You just pay once and all future updates are included for FREE!

Yes! You can setup your own category and subcategory names, you can use your own currency, and also you can setup your own account/assets/debts names or nicknames.

In addition, you are able to change colors, font, or choose a default theme and customize it with just one-click.

Modifications of formulas are not recommended. However, you can add new tabs and create your own formulas in there.

This template is for personal use only, no commercial rights are given with the purchase. For more information, read our Terms of Service.

We have an affiliate program where you can earn money (commissions) for every sale you refer.

If you want more information regarding the affiliate program, contact our support team at support@excelgeniushub.com

If you need to contact us, don’t hesitate to send an email to our customer support team at support@excelgeniushub.com