Creating a Template in Excel

To create a new template in Excel, follow the steps below. In this example, we will be creating the structure for a mortgage calculator.

File -> Blank Worksheet

excel template

We are going to create the following the following Mortgage Calculator template.

Review this tutorial for creating a Mortgage Calculator

You can download the attached file as well.

Click File -> Save As -> Excel Template (*.xltx)

Excel Template 3

Excel automatically creates a New Folder in your Documents Folder called “Custom Office Templates”

You will find that the Mortgage Calculator Template is now listed in the folder.

When you go to File -> Personal, you will now see the Mortgage Calculator template as an option.

Excel Template File

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