Frequently Asked Questions
- Q. Are the spreadsheets locked?
- No, none of the spreadsheets are locked.
- Q. Are the spreadsheet formulas editable and visible?
- Yes, all the formulas in all the templates are editable on all tabs so you can follow along with the logic and modify any of the formulas or structure as needed.
- Q. What happens after a spreadsheet is purchased?
- After purchase, you will be directed to a download page where you can download all files included in the purchase. This will require Microsoft Excel or Google Sheets. If you are opening the files with Google Sheets, you need a free Gmail account. If you are using Excel, you will need to have Microsoft Excel installed on your computer.
- If you are purchasing a template bundle, the file will be in a Zip folder. For that, simply download the zip folder and open that up, hit 'Extract All' at the top of the folder.
- Q. Are there any terms and conditions of use with the spreadsheets?
- You can't directly resell any of the spreadsheets you purchase. You can use them for your business or in order to consult with other businesses if you are a financial consultant.
- Q. Can you share a spreadsheet that was purchased with other people?
- If you are working directly with other people in your business, then that is fine that you and your coworkers are all using the template you purchased and they don't all have to buy it. If it is a friend or outside party, I would ask that you have them buy their own license here on the site.
- Q. Who Are My Typical Customers?
- The customers that buy templates here on this site are typically business owners or managers that are looking for something to help their specific business, financial consultants that help other businesses with financial forecasting / planning, professional firms like CPAs, or students / those looking to learn how to create financial forecasts in general.
- Q. How are the templates accessible that are only in Google Sheets?
- Some of the templates are only available in Google Sheets. For these, after purchase you will be directed to download a Microsoft Word document. That document contains the Google Sheet link that you will have view only access to. Once you go to that link, simply hit File and Make a Copy so you have your own editable version of the Google Sheet template.
- Q. Are there instructions for each template?
- Every template comes with an instructional video and all the financial models have an 'Index' tab that gives a quick description of what is on each tab.
- Q. Do single template purchases count towards bundles?
- Yes, if you buy a template that is part of a bundle, and then want to buy the bundle, I'll give full credit towards the bundle price for the templates you have already purchased. Just email me about it - jason@smarthelping.com
- Q. What kinds of discounts are available?
- If you want to purchase 3 or more templates at once, I offer a 30% discount. Just email me the templates you want and we can work out a direct payment - jason@smarthelping.com
- All pre-built template bundles come at a 40% savings and if you buy the Super Smart Bundle (All Templates on the site) you save > 50%.
