Frequently asked questions
Everything about the Complete Budget Bundle, downloads and refunds.
What exactly do I get?
One .zip download with 5 items: the Annual Budget Planner (with example data), a blank copy of the planner, a Bonus_Trackers folder (5 trackers, each in an example and a blank version, so 10 .xlsx files), the 10-page Quick-Start Guide (PDF) and the 6-page How to Budget Mini-Guide (PDF).
Does it work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and open it with Google Sheets (free with a Google account). The Quick-Start Guide shows the steps. Charts and some formatting can look slightly different in Google Sheets than in Excel.
Which Excel versions are supported?
Microsoft Excel 2016 or newer and Microsoft 365, on Windows and Mac. It isn't made for Apple Numbers. It works best on a computer; phone apps are fine for quick updates.
How do I receive the files?
Right after payment, Stripe sends you back to your order page with a download button. That page keeps working for 30 days, so you can download again on another computer. Each download button creates a fresh, secure link that is valid for 15 minutes.
Is this a subscription?
No. You pay once and the files are yours to use. Change the year in Settings and reuse the planner next year.
Can I use my own currency and start month?
Yes. Set any currency symbol ($, €, £, R$, A$ …) and start your budget year in any month.
Will I break the formulas?
Formula cells are protected so you can't overwrite them by accident. Input cells are mint green and always editable. There's no password, so you can unprotect any sheet if you want to customize it.
Is my financial data private?
Yes. Everything stays in your own file on your computer or your own Google Drive. There's no app, no account and no bank connection.
Do I get updates?
If we fix a bug or improve the files, buyers can get the latest version for free: email Salylucendrino@gmail.com with your receipt and we'll send it.
What is your refund policy?
Because this is an instant digital download, we don't offer refunds for change of mind. If the files are faulty or not as described and we can't fix the problem, we'll refund you in full within 14 days of purchase. Full details are on the refund policy page.
Is this financial advice?
No. These are personal budgeting tools and educational guides. For advice about your situation, talk to a qualified professional.
Still have a question? Contact us.