PlanWise Sheets Get Started

Getting Started Is Simple

  1. Download Icon Download & Open: Access PlanWise Sheets directly via Google Sheets or Excel.
  2. Customize Icon Customize Templates: Choose a budget template or build your own for full flexibility.
  3. Add Data Icon Add Expenses & Income: Enter your transactions, categorize, and set goals.
  4. Analyze Icon Review Insights: See instant charts and analytics about your spending.
  5. Share Icon Collaborate (Optional): Share your sheet securely with family or co-workers.

Frequently Asked Questions

Is PlanWise Sheets secure?

Yes! All your information is stored securely and never shared. We use strong encryption practices and comply with GDPR.

Can I use it with both Google Sheets and Excel?

Absolutely! Our solutions are designed to work seamlessly on both platforms.

Do I need to install any software?

No installation required. Simply access PlanWise Sheets through your browser or spreadsheet software.

What support do you offer?

Our UK-based support team is ready to assist with any queries, big or small, via email or phone.

Is there a money-back guarantee?

Yes! Try PlanWise Sheets risk-free for 30 days; if you're not satisfied, we offer a full refund.