Are these physical products?
No. The Wealth Blueprint planners are digital products. After a successful purchase, you receive access to the files for download.
What software do I need?
Most planners are designed for Microsoft Excel, and selected planners can also be used with Google Sheets. Check the individual product page for the specific compatibility information.
Can I use the planners on my phone?
Yes, you can view and use your files on a mobile device, but a laptop or desktop is recommended for entering data and working comfortably with spreadsheet formulas.
Do I need advanced Excel skills?
No, advanced Excel knowledge is not required for normal use. The planners are designed as ready-to-use templates. You enter your information into the appropriate sections and review the calculations and summaries.
Are the calculations automatic?
The planners include built-in formulas designed to automate calculations within the workbook. Always follow the included instructions and check your entries for accuracy.
Can I change the currency?
Selected Business & Professional planners include a 40+ currency selector. Check the individual product page to confirm whether the specific planner includes this feature.
Will I receive the files immediately?
Digital files are made available after successful checkout. If you do not receive access as expected, contact support so we can help.
Can I customise the planner?
The templates are designed to be practical and editable, but the extent of customisation depends on the specific workbook. If you need a planner built specifically around your business, contact us about a custom solution.
Can I use one purchase for my whole company?
Please follow the license terms provided with your purchase. If multiple users, teams, branches, or commercial redistribution are involved, contact us before purchasing so we can advise on the appropriate license.
Can I get a refund?
Because these are digital products that can be delivered immediately, our refund policy is limited. Please review the Refund Policy before purchasing. If your file has a technical problem or does not function as described, contact support and we will work with you to resolve the issues.
Do I get all files at once when I buy a bundle?
Can I upgrade from a single product to a bundle later?
Do you offer custom planners or business licenses?
Is this accounting or tax advice?
No. The Wealth Blueprint provides digital planning and tracking tools. Our templates are not a substitute for professional accounting, tax, legal, investment, or other regulated advice.