Google Sheets Guide

Your The Wealth Blueprint planner works beautifully in Google Sheets.

Follow this quick guide to get set up.

1. Open Google Drive
Go to drive.google.com and log in (or create a free Google account if you don't have one).

2. Upload your file
Click "New" → "File upload," then select the planner file you downloaded from your order confirmation email.

3. Open with Google Sheets
Right-click the uploaded file → "Open with" → "Google Sheets."

4. Make your own copy
Once it opens, go to File → "Make a copy." This saves an editable version to your own Drive — always work from your copy, not the original upload.

5. Enable editing (if prompted)
If the sheet opens in "Preview" mode, click "Edit" in the top right, or make sure you're working from your copied version.

6. Formulas and formatting
All formulas are pre-built and will calculate automatically as you enter your numbers. Please don't delete or rearrange columns, as this can break the built-in calculations.

7. Access anywhere
Because it's saved in Google Drive, you can access and edit your planner from your phone, tablet, or any computer — just download the free Google Sheets app for mobile use.

Need help? Reach out on our Contact Us page, and we'll walk you through it.