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How to Save Your Excel Spreadsheet File

Applies to All Excel templates on including: "Georges Budget for Excel", "Georges Excel Checkbook Register", "Georges Excel Checkbook for Mac"

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How to save your Excel workbook?

Its important to save your Excel template files regularly. The Excel files should be manually saved if you want to keep the data that you added or changed in your Excel file after the Excel file was last saved. For example, you may be adding new transactions to the Excel checkbook registers or adding your schedule to a Excel calendar template. 

To Save your Excel file if your using Excel 2007, click the round Office Button in the top left corner of Excel and then click Save. The Excel file will be saved to its current location on your computer.

To Save your Excel file if you are using Excel 2010, Excel 2013, or Excel 2016, click the File tab in the top left corner on the Excel ribbon, and then click Save. The Excel file will be saved to its current location on your computer.

When saving the Excel file, you must keep the Excel file in same Excel file format (file type) that it was created in when you downloaded the Excel file, but you can change the Excel file name. For example, some of the Excel templates have macros in them and require a certain file format for the macros to work. Here is a list of file formats used by the Excel templates.


Excel File Format (File Type) File Extension
Excel Macro-Enabled Workbook .xlsm
Excel Binary Workbook .xlsb
Excel Workbook .xlsx


If you want to move the Excel file to a different location on your computer, you can use Windows Explorer (File Explorer in Windows 10) to move the file from one folder location to another. You can also rename the Excel template file in Windows Explorer (File Explorer in Windows 10).

How often to save your Excel file?

Save often and regularly to prevent loss of work. How often you save is a decision that you have to make since some people may prefer to save more often than others. The less often you save, the more potential there is for loosing more of your hard work and data.

In addition to regularly saving, make a backup copy of the Excel templates regularly in case the originally downloaded copy of the Excel templates gets damaged, corrupted, deleted, etc.


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