Excel Save and AutoRecover

Excel Save and AutoRecover covers how to save a workbook in the right format and how Excel protects your work if it closes unexpectedly.

Saving a Workbook

  1. Press Ctrl+S, or open the File tab and choose Save
  2. The first time you save a new file, pick Save As and choose a location
  3. Type a file name that describes the content, such as Q1-Budget
  4. Choose a file format from the dropdown, then click Save

Common File Formats

FormatExtensionUse Case
Excel Workbook.xlsxThe default modern format; keeps formulas, formatting, and multiple sheets
Excel 97-2003.xlsAn older format used for compatibility with very old versions of Excel
CSV (Comma delimited).csvPlain text data only, no formulas or formatting; useful for importing into other systems
PDF.pdfA fixed, print-ready snapshot of the worksheet, not editable as a spreadsheet

AutoSave vs. AutoRecover

These two features are easy to confuse. AutoSave is available in Microsoft 365 when a file is stored on OneDrive or SharePoint; it saves your changes continuously, every few seconds, directly to that file. AutoRecover is available in every version of Excel and instead saves a temporary recovery copy at set intervals, which can be used to restore work after a crash or an accidental close without saving.

  • AutoSave: continuous saving to the actual cloud file, only active for cloud-stored files
  • AutoRecover: periodic saving of a separate recovery file, used only for crash recovery
  • Both are meant to reduce lost work, not replace deliberate saving

Changing AutoRecover Settings

Open the File tab, choose Options, then Save. Here you can set how often AutoRecover saves a recovery file (the default is every 10 minutes) and where those recovery files are stored on your computer.

Note: AutoRecover is a safety net, not a substitute for saving on purpose. If Excel closes normally after you choose "Don't Save", the recovery file is discarded, so make Ctrl+S a habit.

Recovering Unsaved Work

If Excel closes unexpectedly, it usually reopens with a Document Recovery pane showing any recovered versions. If that pane does not appear, open the File tab, select Info, and use Manage Workbook, then Recover Unsaved Workbooks, to browse recent AutoRecover files.

Exercise: Excel Workbooks

What is the relationship between a workbook and its worksheets?