Frequently Asked Questions
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Travel templates
What is the difference between Travel Planner, Travel Budget Planner, and Ultimate Travel Planner?
All three can support a trip in one country or across several destinations. The difference is the planning work each one covers.
| Travel Planner | Travel Budget Planner | Ultimate Travel Planner | |
|---|---|---|---|
| Research and reservations | Yes | No | Yes |
| Trip budget and expense log | No | Yes | Yes |
| Packing lists, checklists, and calendar | Yes | Yes | Yes |
| Daily itinerary layouts | Yes | No | Yes |
| Bonus Travel Bucket List | No | No | Yes |
Choose the Travel Planner when the trip plan itself is the priority. Choose the Travel Budget Planner when the main job is planning and tracking travel spending. Choose the Ultimate Travel Planner when you want both in the same tool.
Money templates
What is the difference between the Budget Planner and Income & Expenses Tracker?
The Budget Planner is for setting budget amounts for any period you choose, then comparing those amounts with actual transactions.
The Income & Expenses Tracker is for recording and reviewing actual money coming in and going out, without entering budget amounts.
Both include a Transactions Log, a Comparison Dashboard for two date ranges, a calendar for one-off tasks and recurring income, bills, and subscriptions, and a No-Spend Calendar.
Can I customize categories in the money templates?
The Budget Planner and Income & Expenses Tracker use three fixed top-level categories: Income, Expenses, and Savings.
Each also allows up to two additional withdrawal categories. You can name up to 15 subcategories within each top-level category.
Habits and tasks
Which template is for habits, and which is for tasks?
The Habit Tracker is for daily and weekly habits, mood and sleep tracking, completion streaks, and goals.
The Eisenhower Matrix is for sorting up to 100 tasks by urgency and importance, with due dates, four priority quadrants, and a calendar view.
Before you buy
Where can I see exactly what a template includes?
Each product page lists its included sections, compatibility information, and product-specific details before purchase.
Are these physical products?
No. The current products are digital planning tools. Nothing is shipped.
Do you sell to customers in India?
We can't currently accept orders with a billing address in India. If one is placed, we will cancel it and refund it in full.
Does each purchase include a blank template and an example?
The current product package includes a blank template and a filled example. The example shows how the template can look when it is in use.
Compatibility and use
Do the current templates work in Excel?
No. The current templates are built in Google Sheets and do not work in Excel.
Do I need a Google account?
Yes. The current templates are used through Google Sheets, so you need a Google account. A regular free Google account is enough.
Can I use a template on my phone or tablet?
You can open the template in the Google Sheets app or in Google Sheets in a browser.
For setup and full editing, use a desktop browser. Some Google Sheets controls work differently or are unavailable in the app, so the available controls are determined by Google Sheets.
Can I use a template offline?
That depends on the offline settings available in Google Sheets and your own Google account. Set up offline access in Google Sheets before relying on it.
Where are the instructions?
Each template includes written instructions in its Set Up or Instructions tab. Start there, then use the filled example to see how the template works with information entered.
Orders, license, and access
When will I receive my purchase?
Digital access is normally supplied after payment is confirmed. The product page and checkout show the applicable delivery timing.
Does a purchase include future updates?
No, unless a product page specifically promises them. Save the delivered access document and your own copy of the template.
Can I customize a purchased template?
Yes. You can customize a purchased template for your own use.
Are resale rights included?
No. A purchase does not include resale rights, private label rights, master resale rights, or the right to turn the template into another product for sale.
Refunds and support
Can I get a refund?
Digital purchases are generally final once delivery begins. Rights that apply to you under consumer law still apply.
If a product is inaccessible, defective, not as described, not delivered as promised, or charged twice, email hello@planorganizestudio.com with your order details.
What should I do if I have an order or access issue?
Start with the product page and the included instructions. If an order or access issue remains unresolved, email hello@planorganizestudio.com with your order details.