Just bought the Everyday Budget Planner? This quick tutorial will walk you through downloading your files and setting everything up in Microsoft Excel or Google Sheets. You'll be ready to start managing your budget in about five minutes.

Video Guide

Jump to a Chapter

Find exactly what you need with these quick timestamps.

00:00
Download and setup
00:13
Open your PDF
00:31
Download the file
00:49
Set up in Excel
01:07
Set up in Google Sheets
01:34
Start here
01:49
A few tips
Quick Setup Tutorial

How to Open Your Planner in Google Sheets

Follow these four simple steps to import your budget planner into Google Sheets.

1

Download Your File

Download the .xlsx file using the link provided in your PDF.

2

Upload to Google Drive

Visit Google Drive, click New → File upload, and select your downloaded file.

3

Open with Google Sheets

Double-click the uploaded file and choose Open with Google Sheets.

4

Save as Google Sheets

Open the File menu and select Save as Google Sheets to create your editable Google Sheets version.

We're Here to Help

Need a Little Help?

Having trouble downloading or setting up your planner? Send us a message through our Etsy shop, and we'll be happy to help you get everything working.

#BudgetPlanner   #BudgetSpreadsheet   #GoogleSheets   #MicrosoftExcel