How Our Google Sheets and Excel Templates Work

Everything here is digital, so nothing ships. You pay once, the files or your app link arrive by email a moment later, and you can start the same day. Here is what happens at each step.

1. Buy

Press Buy now on the product page. Checkout runs on Lemon Squeezy, the company that handles our payments. Prices are in US dollars, and Lemon Squeezy adds any sales tax or VAT that applies where you live before you pay.

2. Check your email

Right after you pay, Lemon Squeezy sends a receipt to the email you used at checkout. The receipt has a button that takes you to your files. You can also find every purchase later at app.lemonsqueezy.com/my-orders: type the same email and Lemon Squeezy sends you a sign-in link, no password needed.

3. Open what you bought

Spreadsheets (Excel and Google Sheets)

Each spreadsheet comes in both formats, so you can pick the one you already use. The download has the Excel workbook and a PDF with the link to the Google Sheets version. Most spreadsheets also include a second, filled-in example workbook.

Excel: open the blank .xlsx file and start typing. You need desktop Excel 2016 or newer on Windows or Mac. Microsoft 365 is not required. The one exception is the Sinking Funds Tracker, which uses a newer function and needs Excel 2019 or newer.
Google Sheets: open the PDF, tap the link, then choose File > Make a copy. The copy is saved in your own Google Drive and only you can see it. All you need is a free Google account. Google Sheets has no version limits.

Start with the Welcome or Setup tab. It walks you through filling in your own categories and dates. After that you type into the input cells, and the totals and charts calculate themselves.

Do the setup on a computer. The Excel and Google Sheets phone apps are fine for checking numbers and quick logging, but the biggest planners have more than 20 tabs, and that is a lot of scrolling on a small screen.

Apps (in your browser)

The apps are not spreadsheets. They are small web apps you type into, and they run in the browser on your phone, tablet or computer. After checkout you get a PDF with your private link and a QR code.

Open the link in Safari on iPhone or iPad, or in Chrome on Android or a computer. If you opened your email inside another app, step out to the real browser first, because some in-app browsers don't keep what you type.
Add the app to your Home Screen. iPhone and iPad: Share, then Add to Home Screen. Android: the browser menu, then Add to Home screen. Windows or Mac: Install app in Chrome or Edge.
Open it from its new icon and type your real numbers. From the Home Screen it opens full screen and works offline.

What you type stays in the browser on that device. There is no account and no server, and the apps never connect to your bank. To move to a new phone, or to use the app on your phone and your laptop, go to Settings > Download a backup and restore that file on the other device. The two copies don't sync live, so restore a fresh backup whenever you switch.

Not sure yet? Every app has a free demo with example numbers already filled in. Open it from the product page, no sign-up needed.

Color editions

Most spreadsheets come in three color editions (Sage, Color and Black), and a few come in two. Tap the color buttons on the product page to see each one. The tabs, formulas and charts are the same in every edition. Only the colors change. Each app has its own color themes and dark mode inside its settings, so you switch those yourself after you open it.

If the email doesn't arrive

Give it a few minutes, then check your spam, junk and Promotions folders for a message from Lemon Squeezy.
Go to app.lemonsqueezy.com/my-orders and sign in with the email you used at checkout. Your files and links are there even if the receipt got lost.
Still nothing after an hour? Email hello@sheetsandstyle.com with the email you used at checkout and the product name. We'll send it to you. You can also read our refund policy.