Start with "Month" for a monthly tab or "Year" for a yearly tab.
Welcome
Welcome to your new planner
Everything is ready for you to get started. You can export this workbook right away, or make it feel more like yours before exporting.
A good first step is to customize a few basics from the left sidebar:
Currency
Language
Workbook theme
Date format
You can click the i icon in the top-left corner of any block to open a description for that specific block.
You can drag available blocks from the left side onto the canvas, and you can also freely rearrange the blocks that are already placed there. Depending on the block type, you can also adjust their settings in Properties.
Change the block title
Adjust the number of Excel rows
Add or customize the border
Change the chart type for chart blocks
You can open the full guide anytime from the Guide button at the top of the app.
Once everything feels right, you can keep building your layout or export the planner whenever you're ready.
Export blocked
Please fix overlapping blocks first
The file can’t be exported until overlapping blocks are moved apart.
Block already added
This block is already on the canvas
This block is already on the canvas.
Mixing monthly and annual blocks
Monthly and annual blocks work best on separate tabs
This tab already contains monthly blocks. Adding annual blocks here can break formulas after export.
For best results, keep monthly and annual blocks on separate tabs.
Generate month tabs
Create tabs for these months
Delete tab
Delete tab
This action can't be undone.
Export warning
Please review these export warnings
You can continue, but we recommend checking these items first.