Advanced Customization of Your Template

The template is the starting point. Customization turns it into a tool built around your real needs.

You've purchased a Financial Spreadsheet template and you're using it. But perhaps the categories don't quite reflect your situation. Maybe you have personal, business, or wealth-related needs that the standard version doesn't fully cover.

This service is designed for those who want to go beyond the predefined features and get a spreadsheet more tailored to their reality — without giving up the clean structure, working formulas, and ease of use.

Service reserved for customers who have already purchased at least one Financial Spreadsheet template.

When to choose customization

Customization is the right choice when:

• The predefined categories are too generic for your situation
• You manage personal and business finances in the same file and need to separate them
• You want to track different investments for yourself and other family members
• You have accounts, assets, or projects that require dedicated views
• You want to add sections for mortgages, loans, insurance, or specific recurring expenses
• You want the template to reflect exactly how you think and organize your finances

Customization examples

Every request is different. Here are some of the most common changes — for guidance purposes:

• Adding, modifying, or reorganizing categories and subcategories
• Creating dedicated categories for personal, family, or business expenses
• Distinguishing between personal investments and investments for children or other family members
• Separating accounts, assets, projects, or areas of activity
• Adding custom fields, classifications, or filters
• Adapting summaries and detail views
• Creating new sections for assets, liabilities, or net worth
• Improving tracking of mortgages, loans, insurance, or recurring expenses
• Customizing dashboards, tables, or indicators already present in the template
• Adapting the Excel spreadsheet to needs not covered by the standard version

Examples are for guidance only. Each request is evaluated based on technical feasibility and the structure of the purchased template.

What you'll get

With the customization of your Excel template or spreadsheet you'll be able to:

• Avoid forcing your needs into overly generic categories
• Get cleaner, easier-to-analyze data
• Improve control over income, expenses, investments, or business finances
• Reduce information fragmentation
• Monitor separate people, accounts, projects, or different areas
• Use the template more precisely and consistently over time
• Keep formulas, automations, and links correctly functional

How it works

1. Purchase the customization package (€50)
2. Send the template you already purchased along with a description of the desired changes
3. The team analyzes the request and verifies technical feasibility
4. The file is customized and carefully reviewed
5. You receive the new version ready to use

In some cases, a brief email exchange may be requested to clarify your needs before proceeding with the work.

Important things to know

To ensure a clear and transparent service, please note that:

• The service refers to a single already-purchased template
• It includes a limited customization compatible with the existing spreadsheet structure
• It does not include creating software or a completely new file from scratch
• It does not include unlimited modifications
• It includes one revision related to the agreed changes
• It may require an additional quote if the request is particularly complex or exceeds the scope of the package
• It should not be purchased before verifying — in case of doubt — that the desired change is feasible

If your request is complex or not easily describable, we invite you to contact support before purchasing for a preliminary check.

Frequently asked questions

Can I request customization of any Financial Spreadsheet template?
Yes, the service is compatible with templates from the Financial Spreadsheet catalog. Feasibility depends on the file structure and the complexity of the request.

How do I send the template and instructions?
After purchase you will receive instructions by email on how to share the file and describe the desired changes.

How long does the work take?
Timelines vary depending on the complexity of the request. You will receive an estimate after the initial evaluation.

What happens if my request exceeds the scope of the package?
In that case, an additional quote will be proposed before proceeding. No extra work will be carried out without your consent.

Does the service include financial advice?
No. The service refers exclusively to the structure and functionality of the file. It does not include analysis, advice, or consulting of a financial nature.

Take your template to the next level

You don't have to adapt your needs to the template. We can adapt the template to your needs, maintaining a clean, functional, and easy-to-use structure.

Have a complex request? Contact us before purchasing to verify its feasibility.