How it works
You pay on Stripe's page, your download buttons appear straight after, and the same links arrive by email. Here's the rest of it, including the boring parts people usually ask about later.
Buying, step by step
| You | What happens | Where |
|---|---|---|
| Pick a template and a licence | Single is for one named person. Team covers up to 10 named people in one company. The price on the product page includes VAT. | Product page |
| Fill in the short order page | Your email, whether you're buying for yourself or for a business, your country, and a few boxes to tick. The boxes are there because EU consumer law asks for them on downloads. The page explains each one. | Our order page |
| Pay | You'll see Stripe's checkout, not ours, and we never see your card number. Business customers can add a VAT number there. | Stripe |
| Download | As soon as Stripe confirms the payment, the download buttons appear. We also email the links, your order details and our terms as a PDF. Stripe emails the invoice. | Thank-you page and your inbox |
One order is one template or one bundle. There's no basket. If you want two templates that aren't in a bundle, place two orders.
Payment is by card or wallet through Stripe. No account to create, no subscription, nothing renews.
Download links
Each link is personal to your order and works for 7 days and 5 downloads per file. That's plenty to get the file onto your work laptop and your home one. It isn't meant for passing round the office (that's what the Team licence is for).
When a link has expired or run out, ask for a new one on the new link page with your email and your order number. You can do that for up to 24 months after your purchase. A new link cancels the earlier ones for that order, and it always gives you the newest version of the file.
Google Sheets templates can differ a little: you get a Sheets-ready .xlsx to import into your own Google account, and where we've set up a "Make a copy" link the download button takes you to Google's copy page instead. The original stays view-only, so nobody sees anyone else's copy.
- Link valid for
- 7 days
- Downloads per file
- 5
- New link available for
- 24 months after purchase
- Sent to
- The email you gave on the order page
- Google Sheets
- A Sheets-ready .xlsx, or a Make a copy link where we've set one up
Will it open on your machine?
Every product page has a table: Yes, Partly or No for each version of Excel, Power BI, Google Sheets or PowerPoint, and "Partly" always comes with a note saying what doesn't work. A few things are true across the whole shop.
- No macros. Not one file in the shop uses VBA, so there's no yellow "Enable content" bar for our code.
- Excel files are .xlsx. They avoid features that break on Excel for Mac (Power Pivot, macros), and the dashboards and models avoid dynamic-array formulas so they also run in Excel 2019.
- Power BI products are starter kits. A .zip with the data model workbook, a theme, the DAX measures and a build guide. You build the report in Power BI Desktop, which is free but runs on Windows only. On a Mac you'd need a Windows virtual machine or the Power BI service.
- Google Sheets templates run in any current browser. The Sheets phone app is fine for looking, awkward for editing.
- PowerPoint decks are 16:9 .pptx. They open in Google Slides and Keynote, but native charts turn into pictures there.
How we check
We build every file for the versions marked Yes: no macros, no add-ons, and formulas that stay inside what those versions run. We recalculate every workbook before it goes on sale and check it shows no error values. We haven't tried every setup, so if something doesn't work in yours, tell us and we'll fix it or refund you.
Excel
| App and version | Works? | Notes | |
|---|---|---|---|
| Windows | |||
| Excel for Microsoft 365 | Yes | ||
| Excel 2021 | Yes | ||
| Excel 2019 | Yes | Excel 2019: fine. The formulas stick to SUMIFS, INDEX and MATCH, nothing that needs dynamic arrays. | |
| Excel 2016 | Partly | Excel 2016: should open and calculate. Some chart formatting may look different. | |
| Mac | |||
| Excel for Mac (Microsoft 365) | Yes | Excel for Mac (Microsoft 365): fine. Nothing in the file uses Power Pivot or macros, which is what usually breaks on a Mac. | |
| Browser | |||
| Excel for the web | Partly | Excel for the web: opens, calculates, slicers and drop-downs work. Editing gets slower in the bigger tabs. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
Power BI
| App and version | Works? | Notes | |
|---|---|---|---|
| Windows | |||
| Power BI Desktop (free) | Yes | Power BI Desktop is free and runs on Windows only. The kit is built there. | |
| Power BI Service (publish and share) | Partly | Publishing to the Power BI Service and sharing with colleagues needs a Pro or Premium Per User licence from Microsoft. | |
| Mac | |||
| Power BI Desktop for Mac | No | Mac: there's no Power BI Desktop for Mac. Use a Windows virtual machine, or build in the Service if your licence allows. | |
| Any system | |||
| Sample workbook and measures file | Yes | The sample data workbook and the measures file open in anything that reads .xlsx and plain text. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
Google Sheets
| App and version | Works? | Notes | |
|---|---|---|---|
| Browser | |||
| Google Sheets in any current browser | Yes | Any up-to-date browser on Windows, Mac, Linux or a Chromebook. It's an .xlsx built for Google Sheets: import it into Drive, or use the make-a-copy link when it's in your order. | |
| Phone and tablet | |||
| Google Sheets mobile app | Partly | Sheets mobile app: fine for looking. Typing into a budget on a phone is possible, not pleasant. | |
| Excel | |||
| Opened in Excel instead | Partly | Opening it in Excel works for reading. Use it in Sheets; that's what it's laid out for. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
PowerPoint
| App and version | Works? | Notes | |
|---|---|---|---|
| PowerPoint | |||
| PowerPoint for Microsoft 365, Windows and Mac | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. Charts are native PowerPoint charts. Right-click, Edit Data, type your numbers. | |
| PowerPoint 2019 and later | Yes | PowerPoint for Microsoft 365, Windows and Mac: fine. PowerPoint 2019 and later: fine. | |
| Other apps | |||
| Google Slides | Partly | Google Slides: opens, but the charts turn into pictures, so you can't edit their numbers there. | |
| Keynote | Partly | Keynote: opens. Charts and some layouts shift; fine for presenting, awkward for editing. | |
Built for the versions marked ✓. We check every file before it goes on sale, but we haven't tried every setup. If something doesn't work in yours, tell us and we'll fix it or refund you.
No macros in any file. Nothing asks you to enable content.
The licence, without the legalese
| What you can do | Single | Team |
|---|---|---|
| Who can use the file | 1 named person | Up to 10 named people in one company |
| Use it in your own business or job | Yes | Yes |
| Edit it, rename sheets, change colours | Yes | Yes |
| Show or send the results (charts, PDFs, slides) to anyone, clients included | Yes | Yes |
| Use it to produce reports for your clients | Yes | Yes |
| Give, sell or upload the file itself | No | No |
| Rebrand it and sell it as your own template | No | No |
| Pay again next year | No, it's a one-off price | No, it's a one-off price |
The short rule: the outputs are yours to share, the file isn't. More than 10 people? Write to us and we'll work out a licence.
The full text is in the licence terms. If this summary and the licence ever disagree, the licence wins.
Putting your own data in
Each product page lists the columns that template expects. The routine is the same everywhere.
- 1
Keep the original
Save a copy of the file before you start, so you can always go back to the sample version.
- 2
Find the data sheet
Usually the tab named Data, or Inputs in the financial models. The sample rows show the format: one row per transaction, month or line item.
- 3
Paste your rows over the sample
Paste as values and keep the column order and the headers. Dates as dates, amounts as numbers without currency symbols.
- 4
Set the few settings
Currency symbol, first month of your financial year, targets. They sit together on a Settings tab or at the top of the inputs.
- 5
Check, then refresh
Look at the checks, then refresh if the file uses PivotTables (Data, then Refresh All). In Google Sheets everything updates by itself.
Power BI is different. The kit has no data of your own in it: you connect the sample workbook first, build the report pages with the guide, and once it works you point the query at your own file with the same columns.
PowerPoint decks use native charts. Right-click a chart, choose Edit Data, and paste your numbers into the little sheet that opens.
If your data looks nothing like our columns (three systems, odd exports, a CSV with 40 columns), that's a custom work job, and we're happy to quote it.