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What You Can and Shouldn't Modify in the Finance Planner for Creatives
To keep your Finance Planner for Creatives working properly, it’s important to only make changes where intended. Here’s how to know which cells are safe to edit:
✅ What You Should Edit
Each sheet has sheet instructions docked at the top of the page so you know exactly what and where to edit.
See here for how to hide the instructions →
Only edit:
Cells with visible borders: These are designed for your input (like logging income, expenses, goals, etc.). You will see an example of what the editable cells should look like on each sheet, or see instructions on where to edit.
Dropdown Option Sections: These are located on the Income and Expense sheets (starting at cell A50). Here, you can customize options for:
Categories
Subcategories
Retailers
Payment Methods
These fields are meant to reflect your unique financial situation—feel free to personalize them!
🚫 What You Shouldn’t Edit
Do not edit:
Cells without borders: These contain built-in formulas and information that power your charts, summaries, and automations. Editing or deleting them may break important calculations. The dropdown options are an exception to this rule.
Shaded cells or auto-filled fields: These are populated automatically based on your entries and should be left alone.
Any sheets or sections marked with warnings: These reminders help protect the structure of the planner.
🧠 Tip: If You See a Warning…
A popup or message will appear if you try to modify something that shouldn’t be changed. These are here to protect formulas and help keep everything running smoothly.
