Microsoft Excel 2013 – saving a workbook as a template

In earlier versions of Microsoft Excel, workbooks saved as templates where automatically saved into a Microsoft Templates folder. In Excel 2013, if you want to be able to save templates so that they become personal templates, you first need to create a folder in which to store your templates and then make that folder your default personal templates location.

To set the default templates location, click File – New. Click the Save tab. In the Default personal templates location box, enter the path to the templates folder you created e.g. C:\Users\Username\My Templates. Click OK.

Excel Options Save tab

Now all custom templates you save, by choosing Microsoft Excel Template from the Save as type dropdown in the Save or Save As dialog box will appear under Personal when you select File – New.

Excel 2013 New screenshot

Find out more about our Microsoft Excel training Sydney, Australia and our Microsoft Excel training London, Surrey, Middlesex or our Microsoft Excel training Wiltshire, Hampshire, Dorset UK.

About jdonbavand

I am a trainer of Microsoft Office, Microsoft Project and Crystal Reports. I have called my blog "If Only I'd Known That...." because I hear it so many times in training sessions. In fact, if only I had a £100 (or 150 Aussie dollars)for every time someone says "If only I'd known that." ....
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