Set-up tutorial video
frequently asked questions
Are the worksheets compatible with Excel?
This budgeting system is ONLY Google Sheets compatible, the formulas will not transfer to Excel correctly.How do I get access to the worksheets?
You will be prompted to make a copy with the link given at the time of purchase. Please do not request access or attempt to edit the original version.How to make my own copy?
When opening the copy link, Google will automatically make a copy in your default Google Account, if you have multiple Google Accounts, you will have to take extra steps if you want it accessible to a different Google account than your default account.Where do I start with setting up my worksheets?
Simply start on the Start Here Tab. We’ll walk you through it one step at a time. Make sure to read everything and don’t skip ahead.Do I get free updates?
Yes. Once you purchase you’ll always be notified via email about any + all updates.How do I access the updates?
You can find all future updates HERE, but at-the-time of purchase, you’ll be given the most updated version, so no need to add previous updates.How do I access my referral code?
Send an email to info@asunnysideuplife.com with "Referral Program" in the subject line. Then create an account on Gum Road. And we’ll make you a unique referral link so you can earn 40% of every sale you make.How do I save my worksheets?
Google Sheets will automatically save as you’re working.How do I share my worksheets with someone else?
You’ll see a green “share” button in the top right-hand corner, click it. Then you can enter their email address or click “get shareable link”. Make sure you select either “edit” or “view”, depending on your sharing preference.
10. How do I add a new cell?
Please do NOT add new cells or drag cells around, this will corrupt the formulas. You’ll have to enter things manually or copy then paste “value only”.
11. Is the starting balance essential for mortgage and credit cards?
The starting balances section on the Start Here Tab is simply for your records. There’s no right or wrong here.
12. How important is finding out the resale value for assets?
The section is simply for your records and to help you calculate your Net Worth.
13. What if I don’t see the “frequency” or “type” option I need in the drop down menu on the Start Here Tab?
These drop downs are simply for reference. If you don’t see the option you need, type your own option to over-ride the drop down options.
14. Why are my categories not showing up on my Budget Worksheet?
Make sure you’ve entered the category titles on the Start Here tab.
15. Where do I enter the Actual Amounts…they’re all grayed out?
You’ll enter all of your Actual Amounts in the Register For Budget Period section on the Budget Worksheet Tab.
16. How do I add more lines to the register?
At this time, you cannot add more lines to the register because it will corrupt the formulas. Consider shortening your Budget Period or adding a few transactions in the same category together.
17. Why is there only one copy of the Printable Version?
This tab is designed to be printed and filled in by hand when needed.
>> I don’t see my question here, what do I do?
Send an email to Sami at asunnysideuplife@gmail.com and we’ll get back to you as soon as possible.
