Learning how to use spreadsheet templates is an easy way to manage data, track progress, and simplify your workflow across a variety of personal or business needs. This guide explains how to use spreadsheet templates from start to finish — including how to copy your file, customize it in Google Sheets, and begin entering your own information.

Step 1: Open and Copy Your Template

1. Access Your File:
After purchasing a template, download the PDF and click the provided link to open it in view-only mode.

2. Sign in to Google:
Make sure you’re logged into your Google account to enable editing.

3. Make a Copy:
Select File > Make a copy to save the spreadsheet to your own Google Drive.

4. Rename It:
Use a name that fits your purpose, like “Monthly Tracker” or “2025 Goals.”

Step 2: Customize for Your Needs

• Edit Column Titles: Change titles to match your use case (e.g., Tasks, Categories, Vendors).
• Adjust Dropdowns: Modify categories like expense types or progress labels as needed.
• Currency Format: Set your preferred currency from Format > Number > Currency in Google Sheets.

Step 3: Add Your Data

• Track Dates and Entries: Add new rows to log activities, payments, or tasks.
• Use Notes: Include any extra context or descriptions for better tracking.
• Let Formulas Work: Many templates come with built-in totals or summaries that update automatically as you fill in data.

Step 4: Review Your Progress

• Use dashboards or summary tabs (when included) to view totals, trends, or filtered data.
• Review weekly or monthly to stay organized and catch patterns early.

Need Help with a Specific Template?

We offer dedicated guides for certain templates. For example, if you’re using our rental tracking tool, visit the How To Use Airbnb Spreadsheet for a full walkthrough. More template-specific guides — like book trackers or budget planners — will be added soon.

Once you learn how to use spreadsheet templates properly, you’ll be able to reuse, duplicate, and adapt them for nearly any recurring process — whether you’re managing finances, tracking habits, or planning long-term projects.