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Creating/Saving individual spreadsheets for each client:
1. Create a Child Care Asst. Folder (See Creating a File/Folder
on our FAQ page).
2. Open the Child Care Assistance Spreadsheet.
3. Complete the Spreadsheet for a client.
4. From the Menu Bar, click on FILE, then SAVE AS.
5. Choose the location to save this file to (save it into the Child Care Asst.
folder you created earlier—see “Finding a File” on our FAQ page).
6. Choose a name for this file—usually the name of the client (ex: smith, john)
Type this name into the “File Name” box at the bottom of this Window.
7. Click SAVE.
You may want to create a shortcut on your desktop that points to the folder
containing all of your child care individual budgets. (See “Finding a File” and
“Creating a shortcut on your Desktop” on our FAQ page). This will allow you to
open the folder by double clicking the icon. Once the folder is open, you can
double click on whatever individual file you want to open.
Each month, you can open the individual’s file, make the changes needed and
click FILE, then SAVE. This will keep the individual’s file updated and you
won’t have to enter all of the information again each month!
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