FAQs

How do I get my files?

Straight after checkout you'll see a Download button, and we email you a download link too. Nothing is posted. It's all instant.

Does the spreadsheet work on a Mac?

Yes, in Microsoft Excel for Mac or in Google Sheets (free, works in any browser). It doesn't work in Apple Numbers.

How does the Google Sheets version work?

Your download includes a PDF with a link. Click it, sign in to your free Google account, and press "Make a copy". You get your own private copy in your Google Drive. We can't see your numbers.

Can I use it on my phone?

Set it up on a laptop or computer. After that, the Google Sheets or Excel phone app is handy for adding spending on the go.

I'm paid every four weeks. Will it work for me?

Yes. Choose "Four-weekly" for your pay on the Recurring tab and the spreadsheet counts the extra paydays automatically. The planner has a Payday Planner page for this too.

Can I start part-way through the year?

Absolutely. Start any month. Earlier months just stay empty.

Is the planner dated?

No. It's undated, so you can print the monthly pages as many times as you like, any year.

Can my partner and I use it together?

Yes. The spreadsheet lets you tag spending by person, and in Google Sheets you can share your copy with your partner.

Can I get a refund?

Because files are delivered instantly, we can't refund change-of-mind purchases once a download has started. If a file is faulty or won't open, contact us and we'll put it right. See our Refund Policy for details.

Is this financial advice?

No. Pound Plan products are budgeting tools for general guidance. For advice about your situation, speak to a qualified adviser or a free service such as MoneyHelper or StepChange.