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Welcome to PlannerEase!
At PlannerEase, we specialize in creating a variety of templates and Google Spreadsheets designed to make your daily tasks easier and more efficient. Our products have gained significant popularity, especially our invoice and quotation templates, as well as our pain tracker and other digital tools that simplify everyday life.
For the past two years, we have been proudly selling our digital products on Etsy, under the name PlannerEase. Our mission is to provide high-quality, user-friendly templates that help you stay organized and productive. Whether you need a comprehensive spreadsheet for managing finances or a simple template for tracking personal goals, PlannerEase has got you covered.
Explore our range of products on Etsy and see how our innovative solutions can help streamline your daily routine. Thank you for choosing PlannerEase – where planning meets ease!
FAQ & Troubleshooting
General
Please access your Etsy account from a desktop computer or laptop if possible. Navigate to www.etsy.com/your/purchases and download the files you’ve just purchased. If you’re unable to locate the page, click on ‘Your Account’, then ‘Purchases’, and select ‘View Downloads’.
Please note that it’s currently not possible to download digital files from Etsy using the mobile app. If you need further assistance, feel free to reach out to us!
Our spreadsheets are designed for easy use in Google Sheets. Our online platform ensures simple access to your spreadsheet. You will receive a PDF with a link to your spreadsheet and clear instructions for easy use.
Please ensure you open the file using the Free Adobe Acrobat Reader. Opening it with alternative programs, like Preview on Apple devices, can occasionally lead to issues where the link fails to open.
To save your spreadsheet, simply use Google Sheets, an online program accessible through your internet browser or the mobile app. Your spreadsheet will automatically save as long as you’re connected to the internet while using it. To access your spreadsheet later, just visit sheets.google.com to view an overview and access all your spreadsheets!
Accessing and opening the spreadsheet
Here’s what you can try:
When you click on the link in the PDF, a page should open in your internet browser. Look for the ‘Use Template’ button in the top right corner. Clicking this should open a personal copy of the spreadsheet, accessible only by you, within seconds.
If the spreadsheet opens in view-only mode, go to the top toolbar, click on ‘File’ → ‘Make a Copy’. This will create a copy of the spreadsheet that gives you full access.
Sometimes, Google Sheets can be glitchy. If it doesn’t open, or if it opens in view-only mode, try these troubleshooting options:
- Open the spreadsheet from a computer or laptop initially, as mobile devices sometimes encounter issues.
- Ensure you have enough space on your Google Drive. If it’s full or near full, it might only allow view-only access.
- Check if your browser is up to date. If it is, try using a different browser.
- Make sure you’re logged into Google Sheets. The spreadsheet won’t open if you’re not logged in or if you’re using an incognito window.
If you’ve tried all these options and still have issues, please reach out to us on Etsy for further assistance. We’re here to help!”
View Only Mode Fix:
In the top toolbar, click on ‘File’ → ‘Make a Copy’. This will generate a copy of the spreadsheet that grants you full access. If this doesn’t resolve the issue, proceed with the troubleshooting options below.
Open from a Computer or Laptop:
We’ve observed that opening the spreadsheet for the first time from mobile devices like phones or tablets might encounter difficulties. Therefore, we recommend initiating the process from a computer or laptop.
Check Google Drive Space:
Ensure there’s adequate space on your Google Drive. If it’s nearing full capacity, access to spreadsheets might be restricted to ‘View Only’ mode. You can check your available storage by visiting drive.google.com.
Try a Different Browser:
Verify if your browser is up to date. If it is, attempt opening the spreadsheet in a different browser to rule out browser-related issues.
Ensure You’re Logged into Google Sheets:
If the spreadsheet fails to open, confirm that you’re logged into your Google Sheets account and not attempting to access the template in an incognito window. Follow these steps:
Close all tabs and windows where you tried to open the spreadsheet.
Go to sheets.google.com.
Log in with your Google account.
Return to the PDF, click on the link, and select ‘Use Template’. The spreadsheet should open properly.
Contact Us for Further Assistance:
If you’ve exhausted all these options and still encounter issues, please don’t hesitate to reach out to us on Etsy. We’re here to help troubleshoot and resolve any problems you may face.”
If you’ve realized that you need to access the spreadsheet with a different email address, don’t worry! Our spreadsheets aren’t tied to the email address of your Etsy account. After making your purchase, you can open it with any Google account, even if you’ve already accessed it with a different one.
To access it with the correct Google Account:
- Go to sheets.google.com.
- Log in with the Google Account you want to use to access the spreadsheet.
- Return to the PDF, click the link, and select ‘Use Template’.
Your spreadsheet will now be linked to the right Google Account.
If you want to access the spreadsheet with multiple Google Accounts, for instance, because you want to share your budget with your partner, follow these steps:
In the top right corner of the spreadsheet, you’ll see a big green “Share” button. Click it.
In the bar labeled “add people or groups,” type in the email address of the person you want to share the spreadsheet with.
Choose the level of access you want to grant to the person you’re adding:
Viewer: Allows the person to see the data in the spreadsheet but not make any changes.
Editor: Grants the person permission to view the spreadsheet and make changes.
Owner: Gives the person full control to view, edit, and even remove you from the spreadsheet.
Click on the send button to share the spreadsheet.
While you need an internet browser to edit your spreadsheet, Google Sheets now allows you to edit and access your spreadsheet offline. For more information on using and editing your spreadsheet online, you can visit the Google Docs Help Platform here.
All our spreadsheets available in our store are specifically designed for Google Sheets and may not function properly on Excel or any other program. While Google Sheets and Excel are similar programs, they have significant differences in their formulas and how formulas are set up. When a spreadsheet is exported to an Excel format, the formulas may not translate properly, causing the spreadsheet to not function as designed. For this reason, we highly recommend not exporting your spreadsheet and only using it in Google Sheets.
Absolutely! You can use this spreadsheet for as many months or years as you need. Simply duplicate the month tab (instructions provided in the tips & tricks section above) for each additional month you want to track. Then, adjust the year and month details in the top left corner of the budget tab to reflect the desired time period.
Using the spreadsheet
When entering data into the Notes cell (P16) on the input form, please ensure to finalize your input by following one of the steps below before clicking the INSERT DATA button:
Press Enter: After typing your text in the Notes cell (P16) , press the Enter key on your keyboard. This action will save the text and move the cursor to the next cell.
Press Tab: After typing your text in the Notes cell (P16), press the Tab key on your keyboard. This action will save the text and move the cursor to the next cell.
Click on Another Cell: After typing your text in the Notes cell (P16), click on any other cell in the spreadsheet. This action will save the text in the Notes cell (P16) .
Why This is Necessary
Google Sheets does not save the data from a cell until you move the focus away from that cell. If the cell remains active (with the cursor still blinking in it), the data is not registered as saved.
To ensure that your input is correctly saved and processed, please follow the above steps.
This spreadsheet utilizes Google Apps Script for its functionalities. As a result, it is only compatible with desktop computers and web browsers.
Usage Instructions:
Please ensure you are accessing this workbook on a desktop or laptop. Use a web browser such as Google Chrome, Firefox, Safari, or Microsoft Edge to open and interact with this workbook. Mobile devices, including tablets and smartphones, and mobile applications (such as the Google Sheets app) do not support the necessary scripting features required for full functionality. For the best experience, refrain from using this spreadsheet on such devices and applications.
Disclaimer
Google Sheets Compatibility:
As stated in the Etsy listing description, this add-on is exclusively compatible with Google Sheets and cannot be used with Excel or OpenOffice Calc or any other apps . Accessing this spreadsheet requires a Google account, which is available for free.
Copyright Notice:
This design and spreadsheet are copyrighted by PlannerEase. Your purchase grants you a license for personal use only. Commercial or public use of any kind is strictly prohibited. It is forbidden to resell, share, reproduce, or distribute this product, either in part or in full, with or without modifications.
Product Affiliation:
Neither this product nor PlannerEase are affiliated with Google Sheets. This is an independent product designed to work within the Google Sheets environment.
Disclaimer:
This spreadsheet is intended for informational purposes only. PlannerEase do not provide financial, tax, or legal advice. Users are encouraged to conduct their own research and consult with a licensed financial advisor before making any financial decisions. Planner Ease cannot be held liable for any costs, losses, damages, or injuries, whether direct or indirect, resulting from the use of this spreadsheet.
Refund Policy:
Due to the nature of digital downloads, all sales are final. We do not accept returns, exchanges, or order cancellations. Once downloaded, you will always have access to it. Please consider your purchase carefully before completing the transaction.