Helpful answers
Frequently Asked Questions
A few practical details for choosing, opening, and using your Worthwise template.
Worthwise basics
Most Asked Questions
Quick, clear guidance for getting the most from your template.
What’s included with each template?
Each purchase includes an editable Excel workbook and quick-start materials. Companion packages also include Google Sheets import guidance.
Does it work in Microsoft Excel?
Yes. Worthwise templates are Excel workbooks, ready to open and use in Microsoft Excel.
Can I use it in Google Sheets?
Yes. Upload the included .xlsx workbook to Google Drive, then open it with Google Sheets. Companion packages include a short import guide; we do not provide hosted live Sheets links.
How do I receive my download after purchase?
Your download is available on the confirmation page after checkout. You can also sign in with your checkout email to find purchased files in your library.
What if I lose my download link?
Sign in to your library with the email used at checkout to access your purchases again. If you still need help, contact support.
Can I use the template more than once?
Absolutely. Return to your workbook for each regular money check-in, or save a fresh copy whenever you want a new starting point.
Is this financial advice?
No. Worthwise templates are practical tools for organizing your numbers and seeing them clearly. They do not replace advice from a qualified financial professional.
What if I need help getting started?
Begin with the included quick-start materials and the Start Here sheet in your workbook. Companion packages also include Google Sheets import guidance, and support is available if you get stuck.