How do I access the folio after purchase?
Right after checkout, you’ll receive a link on the confirmation page and by email. Open it in your browser—no download or installation needed.
Do I need Excel or Google Sheets to use this?
No. This folio runs in your browser, so you don’t need Excel, Google Sheets, or spreadsheet skills.
Can I use it on my phone or tablet?
Yes. It works on desktop, tablet, and mobile. For the best experience, a laptop or tablet is recommended.
Is this a one-time purchase or a subscription?
This is a one-time purchase. You pay once and get ongoing access to the folio.
Can I reuse the folio again and again?
Yes. You can reuse it over time and keep your money planning organized in one place.
What if I’m not very good with technology?
The folio is simple and guided, with clear sections and prompts to help you use it without feeling overwhelmed.
Do you offer refunds?
Because this is a digital product with instant access, all sales are generally final. If you have any access issues, contact support and we’ll do our best to help.