Create Your Payment Template Excel for Technical Support Effortlessly

Payment template excel for Technical Support

in this short excel tutorial I want to show you how to create your own Excel templates and just so that you can see right away what I'm talking about let me show you what I mean Here I am in Excel in the info section and I'm just gonna go click on new so I click on new and it takes me to a page where I can create a completely blank workbook or I could open up one of these pre-made templates that other people have made and that Excel is making available to me so that I can easily just click to open up one of these templates and there's all sorts of templates that I can open up and use and for the most part they are wonderful but in addition to these notice what else I have I have a button here that says personal and when I click on that I can get personal templates that I have made no one else can see these just me but I can click on these and open up quickly an excel template that I can then adapt for my own needs and for my own uses so let's look at how I did this how did I save this particular spreadsheet to be a personal template well to show you this I'm gonna open up a spreadsheet that I've been working on this is a monthly family budget that I'd like to use for my family and I actually found this online and I've gone in and changed some of the categories some of the expenses and things like that that they had in here most of these are relevant to me but there are a few that don't necessarily apply to me and my family and so I went in and changed them so anyway now that I've made a few changes here I want to save this so that on a monthly basis I can just open up the template and start putting in the numbers for that month and because it's a template there won't be any danger of me overwriting the last month's budget okay so to save this as a template what I need to do is go up to file choose save as and I'm gonna save this to this PC so I'll double click on that this PC it opened up a window here that I can use to look at my computer the contents of my computer in this case my documents but I want to save this not as a typical Excel workbook but as an excel template so I'm gonna select template and upon doing that notice that it opened up a folder that I wasn't aware of or I hadn't even selected really it just automatically opened it up I can see up here at the top what it is it's in documents and it's called custom office templates there's a folder called that and I just have one template in there right now but because I changed this save as type to be Excel template it automatically opened up this particular folder now I can name this template family budget planner one I want to change that probably and just call it family budget and maybe I should put the word template in there so family budget template I'll click Save and so now I'm gonna X out of this and let's pretend like a few days later I go into Excel I open it up and I would like to make a new monthly budget for this upcoming month I don't have to open up last month's and then change all the dates and change all the numbers and delete out the numbers that were there from last month instead I just open up Excel I go in and choose personal and there it is family budget template and I double click on it it opens up everything is blank and now I can go in and click or double click and type in the next month in there and then I can start putting in the numbers that apply and I could change let's say the extra income for the month or whatever it might be but this way there's no need to open up last months and then delete all the numbers change everything this will save you a lot of time a lot of work and one of the nicest things about it is you're not gonna accidentally click Save and erase last months let's say you opened up October's spreadsheet change the numbers in preparation to do November's family budget and then you accidentally click Save it's gonna erase October's spreadsheet and overwrite it so using a template solves that problem you're not gonna accidentally overwrite last month's work ok so let's pretend like I've put in all the numbers and this budget is done I'm gonna go up to file save as this PC this time I'm not saving it as a template I'm just saving it as a workbook and all I have to do is take out the word template family budget November 2017 and click Save and then just to reiterate next month I can go in click personal open up the family budget again and it's the blank version of the budget again and this time I'll put in December so hopefully you get the idea and you see the advantage to doing it this way to using Excel templates to create content that you need to generate on a monthly basis or maybe a quarterly basis or even a yearly basis but you don't want to have to recreate the will each time you want the template available in a partially blank format right the numbers are zeroed out many of them and then you can just build from there for the current month or quarter or year so I hope you enjoyed watching this 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