Create a new workbook from a template
Instead of starting with a blank workbook, you can use an Excel template to quickly create a new workbook for a particular project like planners, lists, charts, and more.
Excel has predesigned templates you can choose from. These templates are ready to use with formatting and formulas tailored to your needs.
Excel templates are already done for you which means saving a lot of time while being visually consistent and attractive 😀
To create a new workbook from a template, you can do the steps below.
- Go to the File tab.
- Select New.
- Choose your template from the suggested Workbook templates below.
There are a lot of options to choose from. There are workbook templates for Business, Personal, Planners and Trackers, and more!
You can browse or search for more available templates.
For example, you want to create a new workbook to budget your finances 💸
You can create your own but you can also choose to use this Personal monthly budget Excel template.
This is what the Personal monthly budget template looks like.
All you have to do is to enter your data since the template already has the layout, format, and formulas done for you. You can also do custom formatting to this template like changing the font or colors 😊