After purchase

Start here

This is the delivery path. Files stay on your computer. How-to, chat, and the household calendar are optional. If a file is missing or will not open, use support chat inside the product and ask for a replacement download.

1. 01

   Confirm you bought the kit

   If you bought a $5 worksheet, open that product and download its WORKING csv. The steps below are for the $29 kit.

2. 02

   Open Welcome

   Then open Download your files, then How to use the kit.

3. 03

   Download only these files

   Download household-os-setup-pack-expanded.pdf, hfc-monthly-review.pdf, household-os-working-files.xlsx, hfc-upcoming-bills-WORKING.csv, hfc-variable-bills-WORKING.csv, hfc-single-view-WORKING.csv, hfc-shared-cost-WORKING.csv. Do not use household-clarity-setup-pack.pdf.

4. 04

   Make two copies

   Save a MASTER-BLANK you never type in. Save a WORKING copy. Fill the WORKING copy in Excel, as a Google Drive copy you own, or on paper.

5. 05

   Follow the 16 worksheets in order

   Each worksheet has a matching WORKING csv. One live next action is enough.

6. 06

   Reuse next month

   Copy the MASTER-BLANK to a new WORKING file. Do not type over the blank. Do not upload filled household records.