Create/use custom or default sheet templates in Mac Excel

Excel Gantt Chart Template is the Excel Gantt Chart template designed specifically for Mac users. If you are looking for an alternative tool to map your project in Gantt Chart visualization, you. Next to File Format, click Excel Template (.xltx), or, if your workbook contains macros, click Excel Macro-Enabled Template (.xltm). Unless you select a different location, the template is saved in /Users/ username /Library/Group Containers/UBF8T346G9.Office/User Content/Templates.

Note : If you use Excel for Windows read the information on this page.

If you want to insert a new specific worksheet to your workbook with a nice layout and maybe a few formulas on a regular basis then you have two options.

Make a copy each time of a clean worksheet with your layout

1: Select the sheet that you want to copy
2: Right click on the sheet tab and choose 'Move or Copy...'
3: Check the 'Create a copy' checkbox
4: Be sure that the “To book” dropdown show the name of your file
5: Press OK
Or hold the Alt key down and drag the sheet tab to the right or left with your mouse.
When you release the mouse button you will see the copy of the sheet.

Use a Sheet template(xlt, xltx or xltm)

How do I create one:
1: Open a new workbook and delete all worksheets except the first one.
2: Change all the things you want in this worksheet
3: Then use File>Save As to save the file with the name you want as a Template (xlt, xltx or xltm). When you save as a template it automatically want to save in the default template folder.

How do I find the template folder in 2011 :

With code you can find the correct path in Excel 2011 with this code line
MsgBox Application.TemplatesPath & 'My Templates'

On my English Mac the folder location in Finder is : Macintosh HD:Users:RDB:Library:Application Support:Microsoft:Office:User Templates:My Templates

Note in Excel 2011 in will make the folder 'My Templates' in your TemplatePath automatic the first time you save a file as template. In every language version it is named 'My Templates'

Note : The library folder is a hidden folder, press the Alt key when you click on Go in the Finder menu to see/open this folder.

How do I find the template folder in 2016 :

With code you can find the correct path in Excel 2016 with this code line
MsgBox Application.TemplatesPath

“You see the string .localized appears twice in the msgbox (/User Content.localized/Templates.localized/). You don’t see these in the Finder because by default the Finder suppresses extensions; while VBA shows the raw folder names, in English.”

On my English Mac the folder location in Finder is : /Users/rondebruin/Library/Group Containers/UBF8T346G9.Office/User Content/Templates

On my Dutch Mac in Finder User Content/Templates show up as Gebruikersinhoud/Sjablonen

Note : The library folder is a hidden folder, press the Alt key when you click on Go in the Finder menu to see/open this folder.

How do I insert a custom worksheet template in my workbook:

Note : As far as I know there is no option in the UserInterface like in Excel for Windows to insert custom sheet templates in Excel for the Mac. But I hope I am wrong. If you know a way please let me know so I can update this page. Note: when you change the default Excel worksheet you can use the normal options in the userinterface to insert worksheets, read the last section of this page for more information.

Add-in

For Mac Excel 2016 I create this add-in that add a menu item called 'Insert Sheet Template' to the bottom of the menu that you see when you Rightclick on a sheet tab on the bottom of your Excel screen.

Download Add-in for Mac Excel 2016 (File date 17-March-2018)

How to install the Add-in after you unzip it on your Mac

• Open Excel 2016
• Update Excel 2016 (See button in the Help menu)
• Use Tools>Excel Add-ins... in the menu to open the Add-ins dialog
• Use the Browse button to select the add-in and choose Open
• Press OK
• Done

Note: If you copy the Add-in in the Add-ins folder it will be automatic in your Add-ins dialog list, for finding this folder see : Setup your Mac for Mac Office 2016

VBA code

But you can do it with VBA code if you want. Test the two basic examples below in Mac Excel 2011 and Mac Excel 2016:

Example to select the template you want to insert in your workbook :

With the macro example below you can select the template that you want to insert, you do not have to change anything in the macro before you try it.

The example below will insert the template MySheetTemplate.xltx after the last sheet in your workbook. You can use this macro for example if you want to insert a new worksheet based on this template every day. Be sure you have saved a sheet template with the name MySheetTemplate.xltx in the default template folder before you test the code.

If the sheet name in the template is 'ron' the first time the name of the sheet is 'ron' the second time the name is 'ron(2)' and the third time 'ron(3)' and .....

Change the Default Excel sheet template

In Excel 2011 and 2016 you can insert a new default worksheet like this:

• Right click on a sheet tab and click on 'Insert Sheet'
• Or you can click on the + sign on the right of the last sheet tab
• Or you can use 'Insert>Sheet>Blank Sheet' in the Excel menu bar.

If you want to change the settings of this worksheet you can create your own default sheet template:

• Open a new workbook and delete all worksheets except the first one.
• Change the things you want in this worksheet (Font/background color, font and font size and ?)
• Then use File>Save As to save the file as a Template (xltx or xltm)
• As template file name use Sheet(or local name) and copy the file in your Excel Startup folder.

Every worksheet you insert now is based on this worksheet template.

Important : You must remove the extension of the file name so only Sheet is left as template name. Note: If you not see file extensions use Finder>Preferences..Advanced to show them(first checkbox)

Where is the Excel Startup folder in 2011 ?

Open a new finder window and use Go>Go to Folder in the menu bar and paste in the path below to open the default Excel sheet template folder in Finder. Do not forget to copy the / in front, it automatically place the harddisk name in front of the other folders in the path.

/Applications/Microsoft Office 2011/Office/Startup/Excel

With code you can find the correct path with this code line
MsgBox Application.StartupPath

Where is the Excel Startup folder in 2016 ?

Note : In Excel 2016 the path is not the same as in 2011, use this code line to find the correct folder for 2016 to copy the Sheet template in : MsgBox Application.StartupPath

“You see the string .localized appears twice in the msgbox (/User Content.localized/Startup.localized/). You don’t see these in the Finder because by default the Finder suppresses extensions; while VBA shows the raw folder names, in English.”

On my English Mac the folder location in Finder is : /Users/rondebruin/Library/Group Containers/UBF8T346G9.Office/User Content/Startup/Excel

On my Dutch Mac in Finder User Content/Startup show up as Gebruikersinhoud/Opstarten

Note : The library folder is a hidden folder, press the Alt key when you click on Go in the Finder menu to see/open this folder.

Free Excel Download

Workbook template

Tip: you can also make a custom default workbook if you want and add it in your Startup folder, you must name the template file Book(or local name) (remove the extension).

In this article, you’ll find the top Excel templates for a variety of use cases – from project management to budgeting — compatible with all Mac operating systems. Manage your projects, track budgets and deadlines, and plan schedules effectively with these helpful, preformatted templates in Microsoft Excel.

Included on this page, you'll find a variety of templates for many use cases, such as a Gantt Chart template, a project planning template, a business budget template, and more.

Gantt Chart Template for Mac

Organize, track, and manage your projects and timelines with this easy-to-use Gantt chart template. Input project tasks, start and end dates, and durations to create a high-level overview of your timelines and ensure that you meet all of your deadlines and are able to appropriately allocate resources.

Download Gantt Chart Template for Mac

Excel | Smartsheet

For more information on creating a Gantt chart in Excel on a Mac, visit this article for step-by-step instructions and an instructional video. For more general information on Gantt charts, like specific use cases, the features of a Gantt chart, and the benefits in implementing one in your next project, visit this article.

Agile Project With Gantt Chart Template for Mac

Track your project details, group specific tasks into sprints, and view project progress with this Agile project plan template. Gain a high-level overview of your project with the included Gantt chart, which allows you to view task start and end dates, durations, and people assigned to each phase of the project.

Download Agile Project with Gantt Chart Template for Mac

Excel | Smartsheet

Download Excel Templates From Microsoft

Project Planning Template for Mac

Document all your project details, from tasks to durations to percentage of tasks completed, with this comprehensive project planning template for Mac. Manage and track projects, both large and small, and ensure that all stakeholders and team members are kept up to date on project progress. House all necessary project information within this project plan to keep details in context and to keep projects moving.

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Excel | Smartsheet

Project Timeline Template for Mac

Easily track projects of all sizes with a timeline that displays tasks and milestones for each project phase. Use this template to create a weekly, monthly, and annual timeline in order to quickly identify dependencies and get an overview of the entire project. You can also use this template as a tool for project planning, scheduling, and tracking.

Download Project Timeline Template for Mac

Excel | Smartsheet

Inventory Tracker Template for Mac

Leverage this template in your next project to view inventory by item name, description, or ID number, track the total quantity and value of your current inventory, set reorder dates, and identify discontinued items. Customize the columns based on how you want to track your inventory, and the totals will automatically calculate.

Download Inventory Tracker Template for Mac

Excel | Smartsheet

Sign-Up Sheet Template for Mac

Use this generic sign-up sheet for a variety of uses, from classes and meetings to social events and club get-togethers. Record attendance by participant name, signature, email address, and more to log attendance and times in and out. Edit the template as needed to capture all necessary information for your event.

Timesheet Template for Mac

Manage employee hours and ensure you are awarding them with the appropriate pay rates with this timesheet template for Mac. With space to document daily and weekly hours, income earned, vacation days and rates, and overtime hours, you can accurately track each employees’ pay rates. Simply insert the data into the correct cells, and your totals will automatically calculate.

Download Timesheet Template for Mac

Excel | Smartsheet

To-Do List Template for Mac

This basic to-do list template can be customized to be a daily, weekly, or monthly to-do list based on your desired time frame. Write out your individual tasks for the allotted time period, update the status of each task, set priority levels, assign due dates and owners, and add notes to manage additional details.

Download To-Do List Template for Mac

Excel | Smartsheet

Monthly Calendar Template for Mac

Use this calendar template to schedule, plan, and track important dates or tasks on a monthly cadence. Easily plan for events of all types and sizes, track against deadlines, and view both previous and upcoming months for even easier planning efforts. This is a classic calendar-style template in a landscape format.

Download Monthly Calendar Template for Mac

Weekly Calendar Template for Mac

This weekly calendar template makes it easy to plan for events, tasks, and deadlines for the upcoming week. Visualize your schedule and plan accordingly by noting all events directly on the calendar. With space to add additional notes or comments, you’ll also be able to effectively plan for the week ahead. This calendar also includes all U.S holidays.

Daily Planner Template for Mac

Use this daily planner template to track appointments, important events, and upcoming deadlines to keep yourself on schedule. With sections for prioritized tasks and notes, this daily planner template can help you stay organized throughout a busy day. This free, printable template allows you to create your own planner and customize it to match your needs.

Download Daily Planner Template for Mac

Excel | Smartsheet

Timeline Template for Mac

Use this timeline template to assist your strategic planning process by highlighting goals and tasks over a set time period. You can use the template to facilitate discussions around key points or to create a summary timeline of a larger strategic plan. Simply edit the task section to meet the needs of your business or organization.

Business Budget Template for Mac

Track monthly income against expenses to ensure you remain within your budget with this simple business budget template. Choose either a services- or goods-based business and manage expenses as they come in. This template can help you gain a closer look at where company funds are both made and spent via categories that identify where the most money is going or coming from.

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Excel | Smartsheet

Personal Budget Tracker Template for Mac

List personal income, expenses, and savings goals in this detailed budget tracker template, which allows you to plan for the future and set overall budgeting goals. With space to detail all of your expenses, from rent to car payments, you can view how they stack up against the money you’re bringing in every month.

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Excel | Smartsheet

Balance Sheet Template for Mac

Gain a quick snapshot of your company’s financial position at any given moment with this comprehensive balance sheet template. Use the template to summarize the company’s assets, liabilities, and equity, and give investors an idea of the health of the company.

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Excel | Smartsheet

Monthly Budget Calculator Template for Mac

Divide your monthly expenses into separate categories, like housing and transportation, and compare it to your average income to see how much you can save and spend on a monthly basis. The calculator will do all the work for you: Simply add in your payments and income, and the total will automtically calculate to give you an overview of how well you’re sticking to your budget.

Invoice Template for Mac

Use this template to document service descriptions and calculate totals to accurately bill a client or customer. This detailed template includes space to add a service description, quantity of hours, pay rates, and sales tax, so the heavy lifting is done for you. Simply input your data and send the invoice to the designated recipient.

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Excel | Smartsheet

Expense Report Template for Mac

Efficiently document your expenses with this detailed expense report template, which allows you to track the data, type, and total amount for each expense. Categorize your expenses with customizable columns, and watch the total reimbursement amount calculate for you with preformatted formulas.

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Excel | Smartsheet

Receipt Tracker Template for Mac

Stay on top of your expenses with this complete receipt tracker template. Simply fill in the details from your receipt, including a description, the category of expense, the total amount, and any additional sales tax. Use this template to keep all your receipt details organized and tracked, so you’re never surprised by expenses again.

Income Statement Template for Mac

Free Download Excel For Mac

Gain insight into the financial performance of your company over a defined period of time with this income statement template. Sometimes referred to as a profit and loss statement, an income statement provides a comprehensive summary of revenue, expenses, and net income, so you can stay on top of your business’s financial health.

Download Income Statement Template for Mac

Excel | Smartsheet

Discover a Better Way to Manage Projects, Timelines, and Budgets

Using a tool to manage, track, and report on projects, timelines, and budgets is more effective than doing it manually — or simply not tracking it at all. You need to be able to estimate how long each task will take, allocate appropriate resources, assign team members, and track budgets to ensure you stay within the bounds of your expense limits. To do all this reliably, however, you need a project management solution to help ensure that your next project is delivered on time and on budget.

One such solution is Smartsheet, a work execution platform that enables enterprises and teams to get from idea to impact — fast. Top project management leaders rely on Smartsheet to help align the right people, resources, and schedules to get work done.

How To Get Excel Template

Use Smartsheet to create consistent project elements, increase speed, and improve collaboration with scalable options that fit individual work preferences. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks.

Excel Macro Templates Free Download

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