Getting Started

Copying the Templates

Get the latest templates. There are two versions:

  • One includes sample data to explore how it works.
  • The other is blank, ready to enter your own data.

Click the link for the desired template. Log into your Google account if prompted, then click the blue “USE TEMPLATE” button at the top right.

blue use template button

This will create a copy of the template in your Google account, viewable only by you or anyone you choose to share it with.

Welcome

You'll begin on the Welcome sheet which provides key information to help you get started.

Follow the instructions on the Welcome sheet and this user guide.

Rename your File

Click the file's name in the upper left to override it.

A good format to follow is your organization's name, followed by the year you're tracking in this workbook.

Bookmark your Journal

Go to your Journal sheet and bookmark the page for easier access to your Journal throughout the year.

NAVIGATION ›