How to Create Income Templates in Excel
Excel is a powerful spreadsheet program that can be used to display facts and figures. It is part of Microsoft's Office program. If you are creating several spreadsheets that follow the same formatting, Excel offers you a way to save time by creating a template. This allows you, when creating a new spreadsheet, to load the saved formatting rather than starting with a blank spreadsheet. You can either create a template yourself or download pre-made templates from the Internet. Excel also comes with it's own set of templates for a number of uses.
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Instructions
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Start Excel and create a new Spreadsheet, by click "New" then "Blank."
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Click on the cell you want to add a title to. Such as "A6" and enter "Source of Income" Beneath this you can fill the cells with the sources of your income. Click the first cell then type the source. To move one cell to the left press "Tab".
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Insert the title "Date" in cell "A1" by clicking on it and then typing.
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Enter a total income formula using a formula from the formula tab, located in the upper-right of the tool bar. Select the cell you wish to display the total and then click the "Formula" button and select "Sum" from the drop-down list.
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Select the cells that will be added. This will be those under the sources title stretching down several rows. You can always edit this formula later. Add a title to the cell above the total income.
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Add any extra text formating or styles using the formatting options located in the tool bar at the top of the window. Cells can be colored using the "Fill" tool.
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Save the worksheet as a template by clicking "File" then "Save as Template" from the drop-down menu. Enter the name of the template and click "save." You will be able to choose this as a template next time you start Excel from the "My Templates" option.
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Tips & Warnings
You can download a template and save it in your Excel.
