Help
Frequently Asked Questions
Short answers about our templates, downloads, payment, and refunds.
About the templates
Who are the templates for?
Owners of 1 to 10 rental units in the United States who manage their own properties and keep their own records.
Do I need to be good with spreadsheets?
No. You type in dates and amounts and choose from drop-down lists. The formulas, totals, and charts are already built, and each template has a step-by-step guide.
How many properties can the templates handle?
Most are built for up to 10 properties or 20 units. Each product page lists its exact limits.
Can I use a template for more than one year?
Yes. Save a fresh copy each January and keep the old one as your record.
Are the templates tax or legal advice?
No. They are record-keeping tools. Please confirm tax and legal questions with your CPA, tax preparer, or attorney.
Compatibility
Do the templates work in Google Sheets?
Yes. Every template includes a link that makes your own private copy in Google Sheets, which is free with a Google account.
Which versions of Excel are supported?
Microsoft Excel 2016 or newer, on Windows and Mac, and Excel for Microsoft 365.
Do they work on a phone or tablet?
The Google Sheets version works in the free Google Sheets app. A larger screen is easier for setup and for viewing dashboards.
Do they work in Apple Numbers or LibreOffice?
They are built and tested for Excel and Google Sheets only. Other programs may open the file but some features may not work.
Do the templates use macros?
No. There are no macros or add-ons, so there are no security warnings to approve.
Buying and downloading
How do I get my files?
Your download link appears right after checkout and is also emailed to you.
Is it a subscription?
No. Each template or bundle is a one-time purchase.
What payment methods do you accept?
Major credit and debit cards, and other methods offered at checkout. Payments are handled by our payment partner, which acts as the seller of record.
Will I be charged sales tax or VAT?
Tax, where it applies, is calculated at checkout based on your location.
I did not get my download email. What should I do?
Check your spam folder first. If it is not there, contact us with the email address you used at checkout and we will resend it.
Can I buy a bundle after buying a single template?
Yes. Contact us and we will tell you the current options.
Refunds and licensing
What is your refund policy?
If a template is not right for you, contact us within 30 days of purchase for a full refund.
Can I share the template with someone else?
Your purchase covers use for your own rental properties, including by a spouse, partner, or bookkeeper who helps with them. Please do not resell or redistribute the files.
Can my accountant or property manager use my copy?
Yes, for your properties. A professional who wants to use the templates for several clients should contact us.
Is my data private?
Yes. The files live on your computer or in your own Google account. We never see what you enter.
Still have a question?
Contact us and we will be glad to help. For step-by-step instructions, see how to open your template.