Last updated: 2026-10-21
Disclaimers
Please read these before you rely on any of our products.
Not professional advice
Our templates, spreadsheets, checklists, guides and software are general tools and information. They are not legal, tax, accounting, financial, insurance, HR, medical or safety advice, and they do not create a professional relationship. Laws, regulations and policies differ by place and change over time. Ask a qualified professional about your situation.
Safety and compliance
Checklists and logs, such as forklift inspection logs, safety sheets and warehouse procedures, are examples to adapt to your workplace. They do not make a workplace compliant with OSHA or any other regulation. You are responsible for training, equipment standards, inspections and compliance in your workplace and for following the manufacturer's instructions and the law.
Military and relocation products
Move, deployment and relocation binders and checklists are independent, unofficial tools. They are not issued, endorsed or approved by the Department of Defense, any military branch, unit or government agency, and they use no official seals or insignia. Entitlements, allowances, timelines and procedures change. Confirm anything that affects your pay, orders, benefits or legal rights with your official sources, such as your finance office, transportation office or legal assistance office.
Money, taxes and records
Bookkeeping and tax organizer sheets help you record your own numbers. They do not calculate your tax, give tax or accounting advice, or replace a tax preparer. Categories and examples are illustrative. Check results against your own records and professional guidance.
Results and compatibility
We do not promise any particular result, savings, income, time saved or business outcome. Products depend on the software you use and its version, such as Excel, Google Sheets or Obsidian. Features such as Power Query need a desktop version of Excel and may not work elsewhere. Check each product page for requirements. Keep backups of your own data.
Software
Software we publish is provided as described in its license and documentation, without warranty. Run it on systems you control, keep it updated, and secure it. You are responsible for your servers, network and data.
AI
Some products are made with AI assistance. See the AI use statement. A person reviews each product, but errors can still occur. Tell us if you find one.
Third parties
Names of companies, products and services belong to their owners. Their use in our materials is to describe compatibility or for identification and does not mean we are affiliated with or endorsed by them.