Financial Goal Tracker
This guide will walk you through setting up and utilizing the Financial Goal Tracker effectively to maximize its potential.
Release Notes
To continually enhance your experience, we diligently update the Financial Goal Tracker with new features and improvements to existing functionalities. We encourage you to review the release notes regularly to take advantage of the most current version available. Below is the current version and a list of all recent updates and enhancements.
Current Version: 1.0
FAQ & Troubleshooting
General
Why did I receive a PDF with my download?
When you purchase one of our templates, you receive a PDF file because our templates are designed exclusively for Google Sheets, which is an online platform. Unlike traditional software, Google Sheets doesn't use downloadable files for direct access. To provide you with your template, we include a link within a PDF.
Do you make custom templates?
Currently, we do not offer custom template services. Our focus is on providing a diverse range of high-quality templates that cater to various planning and organizational needs.
Accessing & Opening Templates
I’ve opened the file but the link to the template does not work
When you click the spreadsheet link on the PDF, you will be prompted to make a copy of the spreadsheet. If you were not prompted to make a copy of the spreadsheet after clicking the spreadsheet link, you may be facing one of the following issues:
Google Account:
In order to access the links, it is necessary to have a Google account since Google Sheets is a Google service. Please ensure that you are logged into a Google account before clicking on the links. If you are not signed in to a Google account, you might face problems accessing the links and making a copy of the spreadsheet.
Network Issues:
Sometimes, network issues can prevent the links from loading correctly. Ensure that you have a stable internet connection.
If you've tried the suggestions above and are still facing difficulties, please reach out to us so we can assist you further.
I can’t make a copy of the spreadsheet
When you click the spreadsheet link on the PDF, you will be prompted to make a copy of the spreadsheet. If you clicked the “make a copy” button but were not taken to the spreadsheet, you may be facing one of the following issues:
Storage Limitations:
If your Google Drive storage is full or nearing its capacity, it can hinder the process. To check if this might be the case, please follow these steps:
- Sign in to your Google account and go to your Google Drive.
- Check the amount of available storage space.
- If your storage is full or nearly full, you will need to free up space.
Network Issues:
Sometimes, network issues can prevent the links from loading correctly. Ensure that you have a stable internet connection.
If you've tried the suggestions above and are still facing difficulties, please reach out to us so we can assist you further.
I can’t edit the spreadsheet
To edit the spreadsheet, you first need to make a copy of it in your own Google Drive. Here are the simple steps to do so:
- Open the spreadsheet using the link provided in the PDF you received with your purchase.
- Once the spreadsheet is open, go to the "File" menu in the top left corner of the screen.
- In the dropdown menu, select "Make a copy."
- You'll be prompted to name your copy and choose where to save it in your Google Drive.
- After saving, this copy will be fully editable and personalized for your use.
I want to use my spreadsheet on a different account
If you've made a purchase and later decide that you want to access the spreadsheet with a different email address, don't worry. Our spreadsheets are not tied to the email address used at the time of purchase. You can open and use them with any Google account, even if you initially accessed them with a different one. Here are the steps to access the spreadsheet with your preferred Google Account:
- Navigate to sheets.google.com in your web browser.
- Log in with the Google Account you want to use for accessing the spreadsheet.
- Open the PDF you received with your purchase and click on the link to the spreadsheet.
- Once the link opens, click “make a copy.”
- Your copy will be associated with your chosen Google Account and will be fully editable.
I want to use my spreadsheet on multiple accounts
If you need to access your spreadsheet from multiple accounts, follow these steps:
- Open your spreadsheet and locate the “Share” button in the top right corner. Click on it.
- A dialog box will appear. In the field labeled “Add people or groups,” enter the email address of the person you want to share the spreadsheet with.
- Click the “Send” button.
This will send an invitation to the specified email addresses, allowing them to access the spreadsheet as per the permissions you’ve set. This way, the spreadsheet can be accessed from multiple Google Accounts.
Can I use my spreadsheet offline?
If you aren't connected to the internet, you can still use and edit your spreadsheet. You can find more information regarding using and editing your spreadsheet here.
Can I use the spreadsheet on my phone or iPad?
Yes, you can easily access and edit your spreadsheet on your phone or iPad. For the best experience on mobile, we recommend downloading the Google Sheets mobile app, which is available for both iOS and Android devices.
Can I use the spreadsheet in Excel or Goodnotes?
No, our templates are specifically designed for use in Google Sheets and are not compatible with Excel or Goodnotes. This is because Google Sheets has unique functionalities and formatting that may not be supported or properly transferred to other platforms like Excel or Goodnotes. To ensure full functionality and the best user experience, we recommend using the templates exclusively in Google Sheets.
Using Google Sheets
How do I save my spreadsheet?
Google Sheets automatically saves your work as you use it. There’s no need to manually save your spreadsheet. Whether you're accessing it through a web browser or using the Google Sheets app on mobile devices, your changes and inputs are saved in real-time. To revisit and access your spreadsheet in the future, simply go to sheets.google.com. There, you'll find an overview of all your spreadsheets and can easily open the one you need.
I made a change on my spreadsheet and now I am getting an error
If you've unintentionally altered formulas in your spreadsheet, leading to malfunctions or error codes, Google Sheets offers a convenient solution to revert to a previous version. This can be done even after you've closed your browser tab. Here’s how:
- Open your spreadsheet in Google Sheets.
- Click on “File” in the top toolbar.
- From the dropdown menu, select “Version History,” then choose “See version history.”
- You'll see a list of previous versions of your spreadsheet, organized by date and time.
- Browse through these versions to find one where your spreadsheet worked as intended.
- Once you find the correct version, click on it to preview. If it’s the right one, you can then restore it by clicking “Restore this version.”