Questions
Good to know
How do I open it on Windows and on a Mac?
Use the Microsoft Excel desktop app (Microsoft 365, Excel 2024, 2021 or 2019). Windows: right-click the ZIP, Properties, tick Unblock, OK, then Extract All; open the workbook and click Enable Content. Mac: double-click the ZIP in Finder, open the workbook and click Enable Macros. Excel on the web, phones and Google Sheets cannot run its buttons.
Which edition should I choose?
Basic covers daily tracking and the monthly dashboard. Standard is the complete money system with budgets, loans, investments, goals and analysis. Pro adds the interactive web dashboard with simulators and Insight Studio.
Do I need to be good at Excel?
No. You type entries in a ready-made table and press buttons; the workbook does the formulas, charts and summaries. A Start Here guide and a Demo workbook walk you through it.
Can I use it in dollars or another currency?
Yes. On the Home sheet click Currency symbol and type your own. Amounts are shown in your symbol; nothing is converted.
Is my data uploaded anywhere?
No. Your workbook stays on your computer. There is no account and no sign-in.
Bought the wrong edition?
Write to us within 7 days and we will move you to the edition you need; you pay only the difference.
Why is the price different in my country?
Prices are set for each region so people everywhere can afford them. The price you see is for the country where you live and pay from. The India price can be paid only with Indian payment methods (UPI, Indian cards and netbanking).
How do I get my files?
Right after payment the download button appears on the thank-you page, and your receipt email has a button that gets your files again later. Each purchase includes up to 10 downloads.
Can I get a refund?
Our products are digital and delivered instantly, so once a product is delivered it is not refunded. If something is wrong with the product, we fix it or replace it, and if we cannot do either within 14 days of your request, we refund you. If your payment went wrong (money taken but no order, or charged twice), we refund it. Your legal rights in your country always apply. See the Refund Policy for the details.
Which payment methods can I use?
Payments are handled by Razorpay: cards, UPI, netbanking and wallets in India, and international cards elsewhere. We never see or store your card details.
Still unsure? Write to us. We reply within 2 working days.