FAQ

Yes, most of my templates are designed in MS Excel and are compatible with all versions of Excel.  If you have a mac with ‘Excel for macs’ it will work.  

If you don’t have Excel, Open office versions are available upon request.  Open office is a free program you can download.

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.

Sign up for the Time Saving Templates Tribe to receive a discount code by clicking here.  

Yes, if you have Excel for Macs they should work fine. 

If you don’t have Excel for macs, I recommend trying the Open Office version.  Open office is a free program you can download.  You’ll have to request the Open Office version of the template when you checkout, as I only send it upon request.  I usually send the Excel version unless Open Office is requested.

The templates are designed in MS Excel, so if you can use excel on your ipad you should also be able to use the template also. 

There is a free app called Docs Unlimited that works well with opening/editing excel files on an ipad.

Download free directions on how to use the Docs Unlimited app on your ipad here.

Not sure which template to get?

These videos will guide you through which options will work best for your situation:

Sales and Expenses tracking:

Rental Property Management:

Inventory tracking: