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What can I help with?

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Not sure which template fits?

Tell me a little about your business and I’ll recommend the best fit. It helps to include:

  • What kind of business you run
  • Whether you track one business or several
  • If you prefer Excel or Google Sheets

Or browse all templates

Help with an order

Missing your download email? Check your spam or promotions folder first. If it’s not there, include:

  • Your order number
  • The email you used at checkout

See buying and download FAQs

Help setting up

Stuck on a step? Include these so I can help quickly:

  • Your template name
  • Whether you’re using Excel or Google Sheets
  • Which step or tab you’re on

Want it done for you? I also offer one-time setup services, including auto-mapping configuration and historical data import.

Collaborations and media

For collaborations, media or other opportunities, please reach out by email with a short note about what you have in mind.

insightsheets@gmail.com

PREFER EMAIL? insightsheets@gmail.com

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These are the questions I hear most often.

Downloads and files Where to find your download, unzipping your folder and what to do if Excel won’t open. READ THE ANSWERS → Excel, Google Sheets and Mac Which versions are included, using the Google Sheets copy and working on a Mac. READ THE ANSWERS → How it all works From choosing your template to watching your profit and loss update on its own. SEE HOW IT WORKS →