Frequently Asked Questions

FinancialAha offers premium Google Sheets templates and free calculators for personal finance. Track net worth across multiple asset categories, budget expenses, and plan retirement with visual projections. One-time purchase, no subscriptions, no bank connection required.

Anyone who wants to track their finances without connecting bank accounts to third-party apps. Our templates work for tracking monthly expenses, building net worth over time, planning for retirement, or calculating your FIRE (Financial Independence, Retire Early) number.

No. All templates run in Google Sheets, which is free. You need a Google account (also free) and an internet connection. Templates work on desktop, tablet, and phone.

Yes. Each template includes a setup guide, sample data showing how to use it, and pre-built formulas that calculate everything automatically. You enter numbers in highlighted cells - no spreadsheet formulas or functions needed.

Yes, personal licenses allow you to use templates for your own business finances. The budgeting and cash flow templates work well for freelancers and small businesses.

After completing your purchase, you'll receive immediate access to your template via a download link. Simply click the link to open the template in Google Sheets, then make a copy to your own Google account.

No account creation is required. Simply purchase the template (or access the free ones directly) and copy it to your Google Sheets account to start using it immediately.

When you open the template link, go to File > Make a copy in Google Sheets. This creates your own personal copy that you can edit freely. The original template remains unchanged.

Yes, every template includes a setup guide with step-by-step instructions. We also include sample data so you can see how the template works before entering your own information.

Yes! Since templates work with Google Sheets, you can access them from any device-computer, tablet, or phone. Your data syncs automatically across all your devices.

One-time payment, lifetime access. No subscriptions or recurring fees. All future updates are included free. See individual template pages for current pricing.

You own the template forever. No expiration, no annual renewals. Future updates and improvements are included at no extra cost.

Yes. The Financial Planning PRO Bundle includes all premium templates at a significant discount. Smaller bundles (Personal Finance, Budgeting, Retirement) also offer savings over individual purchases.

Yes. We offer free calculators covering compound interest, mortgage payments, emergency funds, debt payoff, and more. Several free templates are also available, including the Financial Freedom Calculator and Simple Retirement Planning Calculator.

No refunds on digital products. Before purchasing, try our free calculators and templates, or use the live preview feature to see exactly what you're getting.

No, absolutely not. All templates run entirely in your Google Sheets. We never see, access, or store any of your financial information. Your data is 100% private and stays in your own account.

Your data is stored in your own Google account. We have no access to your Google account or any of your spreadsheet data.

No. Once you copy a template to your account, it becomes completely yours. We cannot see what data you enter, how often you use it, or any changes you make.

Yes, your data is as secure as your Google account. We recommend using strong passwords and two-factor authentication on your account for maximum security.

Yes, all templates are fully customizable. You can modify formulas, add or remove sections, change colors, add categories, and adapt them to your specific needs. You have complete control.

Yes, all templates come with pre-built formulas that handle calculations automatically. You just enter your data, and the template does the math-no manual calculations required.

Our financial planning templates support multiple asset categories including cash accounts, stocks, bonds, real estate, vehicles, cryptocurrency, collectibles, retirement accounts, and more.

Yes, our templates are designed to consolidate all your financial accounts in one place. Track multiple bank accounts, investment accounts, debts, and income sources together.

Yes, most templates include visual charts and graphs that automatically update as you enter data. See your spending breakdown, net worth growth, and progress toward goals at a glance.

Absolutely. While templates come with common categories pre-configured, you can add, rename, or remove categories to match your personal spending habits and financial situation.

Currently, our templates are designed exclusively for Google Sheets. Microsoft Excel support is on our roadmap for future development. Google Sheets is free to use and works on any device.

Creating a Google account is free and takes just a minute. Google Sheets is completely free to use and provides the best experience with our templates.

Yes! Google Sheets works on any device with a web browser, and there are free Google Sheets apps for iOS and Android. Your data syncs across all your devices automatically.

For Google Sheets, you need internet access to sync changes. However, you can enable offline mode in Google Sheets to work without internet-changes will sync when you reconnect.

Yes! You can give access to your spreadsheet to your spouse or partner to manage your household finances together.

No. The template is licensed for individual use only and may not be shared, distributed, or resold to others.

When we release an update, you'll receive email instructions for accessing the new version. Your existing data can typically be copied to the updated template.

No. Updates are free forever. Your one-time purchase includes all future improvements.

Each template includes a setup guide and sample data. If you have questions, contact us through the website - we respond within 24-48 hours.

No. Our templates help you organize and track finances - they are tools, not financial advice. For personalized guidance, consult a qualified financial advisor.