Google Sheets Template
Guide & Info Instructions
Use this guide to get the most out of your Google Sheets Troubleshooting
template. Here you'll find step-by-step instructions,
troubleshooting solutions, helpful tips, and all the information
you need to optimize your planning experience. FAQ’s & Info
Need Help? Message me through Etsy. I’ll get back to you within the next 24 hours. © CoranoteCo
Google Sheets Template
Some Considerations
Digital Download
Please note that this is a digital download
and does not include physical product.
For Google Sheets Exclusively. Purchase Access
This templates was designed for google To access your purchase from your Etsy account. Just go to https://
sheets and can’t be used in Excel, www.etsy.com/your/purchases
Numbers or similiar apps due to lack of
If you purchased the template as a guest, you'll find a link to download your
consistency in formula handling.
files in the receipt email that was sent to you after the purchase.
For Personal Use Only Disclaimer
For personal use only, this item cannot be The financial templates and tools don´t constitute financial advice or a
resold, redistributed, or used for any recommendation. The mock text and the images are intended as examples
commercial purposes of usage and for informational purposes only, and users should seek
professional advice before acting on it.
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Google Sheets Template
Instructions
Essential How to Open the Tips
Info template & Tricks
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Google Sheets Template
Info
Updates Example Tab.
We update the spreadsheet regulary. You will always be The spreadsheet comes with an “Example” tab filled with
able to access the latest version from the PDF’s link or mock data to visualize how the template would behave
through the “Read Me” tab of your spreadsheet. fully filled.
You can delete the tab or hide it. To see how to hide a tab
and more tips go to the next section “Tips”
Please do not edit the colored cells. Some cells are protected to avoid erasing important formulas. If you edit a protected cell by
mistake a warning will pop up, select cancel and the changes will be reverted.
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Google Sheets Template
How to open 1 Open the Pdf named “Spreadsheet Template”.
the template. 2 Click the “Link to template” button.
If the link doesn’t work try to open it with Adobe Acrobat (free Pdf app)
as sometimes other options as Mac preview can cause issues.
3 Click “Use Template” button.
The link will open a window in your predetermined Browser with a
preview of the Readme tab.
Click the Blue button at the top right
corner of the screen named as “Use
template”
If you experience issues visit the Troubleshooting section.
4 Follow the instructions in the “Read me” tab.
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Google Sheets Template
Tips
1 Changing Spreadsheet Colors 6 Formatting with the Paint Roller Tool
2 Adding Rows in Your Log Tab 7 Changing the Date Entry Format
3 Hiding Rows 8 Accessing your spreadsheet from multiple accounts
4 Duplicating a Tab 9 Making your spreadsheet available offline
5 Hiding a tab 10 Using your spreadsheet on phone or tablet
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Google Sheets Template Tips
Changing spreadsheet colors.
Customize your spreadsheet by changing its colors. This
feature is available in the browser version of Google Sheets.
Here’s how:
1. Click the paint bucket tool in the toolbar.
2. Click the pencil icon next to "Custom".
3. Adjust the theme colors to update the entire spreadsheet.
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Google Sheets Template Tips
Adding rows in your transaction log.
Need more rows for transactions? Follow these steps:
1. Scroll to the bottom of the tab.
2. Enter the number of rows you want to add and click “Add”.
3. Copy the formatting from an existing rows (right-click, copy).
4. Select the new rows, right-click, and paste the formatting.
Or press Cmd + V (Ctrl +V)
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Google Sheets Template Tips
Hiding rows
If your transactions log tab is too long, hide rows to keep the data and reduce clutter:
1. Select the top row number you want to hide.
2. Hold shift and select the bottom row number.
3. Right-click the selected area and choose “Hide Rows”.
4. To unhide, click the black arrows in the row bar.
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Google Sheets Template Tips
Duplicating a tab
Create a copy of any overview tab quickly :
1. Right-click the tab name (or click the little arrow).
2. Select “Duplicate”.
Note: Duplicating tabs is best done in the browser to
avoid altering column sizes.
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Google Sheets Template Tips
Hiding a tab
If you have too many tabs taking space in the tab bar you
can hide them:
1. Right-click the tab name (or click the little arrow).
2. Select “Hide Tab”.
Note: The tab will still be available from the left menu.
Click to unhide it.
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Google Sheets Template Tips
Formatting with the Paint Roller Tool.
To match the style of newly added information:
1. Select a field with the original design.
2. Click the paint roller tool.
3. Drag over the new information to apply the original style.
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Google Sheets Template Tips
Changing the date entry format.
To switch from mm/dd/yyyy to dd/mm/yyyy: To adjust display format:
1. Click “File” → “Settings”. 1. Select the fields
2. Change the country setting. 2. Click “Format” → “Number” → “Custom Date and Time”.
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Google Sheets Template Tips
Accessing your spreadsheet from
multiple accounts.
To share your spreadsheet with others:
1. Click the “Share” button in the top right.
2. Enter the email address of the person you want to share with.
3. Choose the access level: Viewer, Editor, or Owner.
4. Click “Done”.
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Google Sheets Template Tips
Making your spreadsheet available offline
Only for Google Chrome Browser
You can edit your google documents offline with the Google Docs Offline Extension.
Follow the instructions on the Google Docs Help Platform:
https://support.google.com/docs/answer/6388102
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Google Sheets Template Tips
Using your spreadsheet on
a phone or tablet
Access your spreadsheet on any device by
downloading the Google Sheets app, available for
both Android and Apple devices.
Sync your spreadsheet across multiple devices:
1. Download the Google Sheets App
Find the app in the Play Store on Android
or in the App Store on IOS.
2. Log in to your Google account.
3. Access your spreadsheet.
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Google Sheets Template
Troubleshooting
1 The link in the PDF doesn’t work. 5 I can’t edit the spreadsheet.
2 I clicked on the “Use Template” button but it 6 I made a change and now I'm getting an error
doesn’t open. code.
3 The spreadsheet opened in “View Only” mode. 7 The bills calendar doesn't work.
The google sheets template still can’t be
4 I can only see the “Read Me” tab. 8
opened after making a copy.
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Google Sheets Template Troubleshooting
The link in the PDF doesn’t work.
Some preview apps may not display the link correctly.
To access the template open the PDF in a PDF viewer like Adobe Reader.
You can Download it for free here:
https://get.adobe.com/reader/
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Google Sheets Template Troubleshooting
I clicked on the “Use Template” button
but it doesn’t open.
When you click the link in the PDF, a page will open in your
browser with a "Use Template" button at the top right of the
screen. Clicking this should create a personal copy of the
spreadsheet. If it doesn’t open, try the following:
Use a Computer or Laptop: Initial access from Try a Different Browser: Ensure your browser
phones or tablets may not work. is up-to-date or try another browser.
Check Google Drive Space: Ensure you have Log into Google Sheets: Close all tabs, go to
enough storage space on your Google Drive. sheets.google.com, log in, then try accessing
the template again from the PDF link.
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Google Sheets Template Troubleshooting
The Spreadsheet opened in “View Only” mode.
When the template opens in “view only”
mode you can’t edit the template.
Please, don’t request Edit access.
To get full access:
1. Go to “File” menu.
2. Click in “Make a copy”
Now your template is stored in your
google sheets account.
sheets.google.com
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Google Sheets Template Troubleshooting
I can’t edit the spreadsheet.
Some cells are protected to avoid erasing important formulas.
Cells with a colored background have formulas in them. If you edit a protected cell by mistake
a warning will pop up, select cancel and the changes will be reverted. However, cells with a
plain white background are completely editable even if the tab is locked.
To see which cells are editable use the feature “View editable fields” in your Read Me tab.
If you want to get rid of this feature:
Go to Data → Protected sheets
and ranges. Click on a range and
select the Delete icon.
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Google Sheets Template Troubleshooting
I can only see the “Read Me” tab.
When you click the link from the PDF it
opens a window in your browser with a
preview of the Read Me tab. You will find the
tabs bar at the bottom of the screen.
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Google Sheets Template Troubleshooting
I made a change and now I'm getting
an error code.
To revert to a previous version:
Click “File” → “Version History” in the top toolbar.
Choose a version that worked correctly and restore it.
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Google Sheets Template Troubleshooting
The bill calendar doesn’t work.
Available in the Monthly Budget / 503020 Budget
The bill calendar displays the data from the “example” tab, however it works
with any copy of the monthly budget in the spreadsheet. To set the calendar
to your budget tab follow these steps:
1. Duplicate the tab, and Rename it (you can leave it as Monthly Budget as well).
2. Go to the calendar tab and click on the cell next to “Tab Name”.
3. Erase the “example” text and write the name of the new tab (or write Monthly Budget).
Now your calendar should show all the filled bills in the new budget tab!
If you still have issues check some common mistakes below.
Check you’ve written the tab name The bills don’t have a date.
correctly. The name must be exactly To show the bills in the calendar you
the same, with no extra characters as must enter a due date next to the bill/
spaces or commas. expense name in the budget tab.
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Google Sheets Template Troubleshooting
The google sheets template still can’t
be opened after making a copy.
If you're still having trouble accessing your template, please
review this list of common issues:
You are not logged into your google account: You are trying to edit a protected cell.
Sign into your Google account and click on the link Some cells are protected to avoid deleting
again to access the template. formulas by mistake.
Check Google Drive Space: Ensure you have enough To learn how to get rid of this feature go to:
storage space on your Google Drive.
I can’t edit the spreadsheet.
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Google Sheets Template
FAQ & Info
How Do I Save My Spreadsheet? I Want to Share My Spreadsheet with Multiple Accounts.
Google Sheets saves automatically as long as you are connected to the
internet. To access your spreadsheet later, go to sheets.google.com.
To share your spreadsheet:
1. Click the “Share” button in the top right corner.
2. Enter the email address you want to share the spreadsheet with.
Can I Use This Spreadsheet in Excel or Numbers?
3. Choose the access level: Viewer, Editor, or Owner.
Your spreadsheets are specifically designed for Google Sheets and may 4. Click “Done”.
not function properly in Excel or other programs due to lack of
consistency in formula handling.
Still Need Help?
Message me through Etsy. I’ll get back to you in less than 24 hours.
Can I Access My Spreadsheet on My Tablet or Phone?
While it's best to open the spreadsheet initially on a computer or laptop, 1. Go to etsy.com/your/purchases
however you can access it on any device using the Google Sheets app. 2. Click Help with order
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