Getting Started in 4 Easy Steps

1

Complete Your Purchase

After checkout, you’ll land on an order confirmation page with a Download button. Click it to instantly download your product file.

2

Check Your Email

You’ll also receive a confirmation email with your download link. You can re-download your product anytime from this email.

βœ‰ Your Credit & Cashmere Order

Your download link:

Click here to download your product

β†’ creditandcashmere.com/my-account/downloads

Don’t see the email? Check your spam or junk folder. If it’s not there after 10 minutes, email us at [email protected].
3

Open Your Spreadsheet & Make a Copy

Your download includes a link to your Google Sheets spreadsheet. Click it to open, then click File β†’ Make a Copy to save your own editable version to your Google Drive.

⚠️ You MUST click ‘Make a Copy’ β€” the original is view-only. Your copy is where you’ll enter your data.

For Excel users: Click File β†’ Download β†’ Microsoft Excel (.xlsx) instead.

4

Start Using Your Tool

Your copy is now saved to your Google Drive (or downloaded to your computer). Open it anytime and start tracking your finances!

Pro tip: Bookmark your copy or star it in Google Drive so you can find it easily next time.

Quick Reference

Here’s the flow in one simple line:

πŸ›’ Purchase β†’ ⬇️ Download β†’ πŸ”— Open Link β†’ πŸ“‹ Make a Copy β†’ ✨ Done!

πŸ›’

Complete checkout on our website

⬇️

Download instantly from the confirmation page or your email

πŸ”—

Open the link to your Google Sheets spreadsheet

πŸ“‹

Click “Make a Copy” (Google Sheets) or download as .xlsx (Excel)

Troubleshooting

First, check your spam or junk folder β€” sometimes our emails hide there. If you still can’t find it, wait 10 minutes and check again (emails occasionally take a moment to arrive). If you’ve waited 10+ minutes and still nothing, contact us at [email protected] with your order number and we’ll resend your download link right away.

No worries! Your download link is also in your confirmation email. Check your inbox (and spam folder) for the email from Credit & Cashmere. You can also log into your account on our website and access your downloads from your account dashboard.

Try copying the link and pasting it directly into your browser’s address bar. If that doesn’t work, contact us at [email protected] with your order number and we’ll send you a fresh download link.

No worries! You can’t actually edit the original spreadsheet β€” it’s view-only, so your changes weren’t saved. Just click the link from the PDF again and Make a Copy to get your own editable version.

Go to drive.google.com and search for your product name in the search bar. You can also check your “Recent” files. If you’re logged into multiple Google accounts, make sure you’re in the right one. If you still can’t find it, contact us.

Click the link in the PDF to open the spreadsheet, then go to File β†’ Download β†’ Microsoft Excel (.xlsx). The file will download to your computer and you can open it in Excel or Excel Online anytime. All formulas and functionality work perfectly in Excel!

Check out our FAQ page for answers to common questions about using our products. If you can’t find the answer there, contact us β€” we’re happy to help! You can also email us at [email protected] with screenshots or specific questions.

Still Need Help?

We’re here for you! Reach out anytime with questions or issues.

[email protected]
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