with excel spreadsheet solutions.
Discover how templates can get you organized in these areas:
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How does this work?
Choose the Excel Template that works best for your situation.
Enter your data OR import via copy and paste.
Make data-based decisions with summary reports and analytics.
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Time Saving Templates:
New tools and templates to get your 2019 and 2020 organized, are arriving soon!
The 20/20 VISION collection is all about seeing your data – clearly and simply, in a beautifully and efficient design – via new spreadsheet templates.
Time Saving Templates are designed to be easy to understand, easy to use and clearly display the information that’s important to you.
Spreadsheet templates can provide the insight you need to take your vision to the next level, in 2020 and beyond!
Here are a few
Most templates are sent via email within 24 hours (although it’s usually within a couple hours of purchase).
The are sent from email@example.com
Some templates are instant downloads, but the majority are sent via email.
Yes, most of my templates are designed in MS Excel and are compatible with all versions of Excel. If you have ‘Excel for Macs’ on your Mac computer that will be compatible.
If you don’t have Excel, I recommend Open Office and I have Open Office versions of most templates, available upon request. Open Office is a free program you can download.
Most of the templates also work well with Google Sheets and One Drive’s Excel. Please note that when purchasing, you agree to the licensing terms which allow the template to be used by the buyer only, and to not share the templates with others who haven’t paid for the product.
Most of my templates come with the cells with formulas protected, to prevent someone from accidentally deleting or writing over a formula, which could cause the template to not work as described.
If you want to be able to make changes to the formulas, you can upgrade to the unprotected version here. Most of my templates come personalized with your name or company name and that remains protected, even in the unprotected versions.
I can also make changes or customizations for you. See more information about custom orders here.
All templates are designed for your own personal use, but if you are a financial or property management adviser, you may purchase the license to use the template for your clients, when it is part of a service you provide. See here for more details on the license.
The templates are also set up to be fool-proof and easy to use. Most of the templates follow a similar color-coding that allows you to easily see where to enter your information and where the formulas are. Most cells with formulas are protected, so that it won’t let you accidentally delete or write over the formulas.
The templates come with PDF directions on how to use them, and I’m happy to help if you have any questions.