Organising Workbooks

Simple tips to keep your workbooks organised

Excel workbooks can accumulate very quickly and you can very easily start to lose your way so it is always good practice to be organised from the start. In this article we will provide a few tips that will help you keep your workbooks organised.

The default save folder in Excel 2013 is your Onedrive account folder or your Documents folder.
To keep all your Excel files on one place Create a folder in your Documents folder and name it Excel Workbooks. You can then create subfolders within the Excel Workbooks folder i.e. Templates, Bank Statements, Work, Projects etc. to make it easier to find your workbooks.

If you want to change or check the default save folder.
Open Excel if you don’t already have it open.
Click FILE and select Options from the left menu.
Organising Workbooks1
The Excel Options dialogue box will be displayed.
Select Save from the menu on the left.
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Next to the Default Local File Location you will see the current default address where your new workbooks are saved.
The default file location will look something like C:\Users\yourusername\Documents
Add the Excel Workbooks folder you created earlier to the end of the location address.
You should now have a default address like C:\Users\yourusername\Documents\ExcelWorkbooks
Now when you save a workbook for the first time the Excel Workbooks folder will open first by default.

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