How to Create a Balance Sheet in Excel

Microsoft Office Excel 2010 is a great choice to create a basic balance sheet. You can create on from scratch, using Excel’s math functions to perform calculations for you – or you can take advantage of the hard word already done by Office staff and users by downloading and installing a balance sheet template. Templates are ready made documents that are pre-formatted and arranged for a variety of common office tasks, including tracking financial information. Free templates are available in your Excel program and for download through the Microsoft Office website.

...
Excel templates save time.

Find Template Through Excel

Step

Open Excel and click “New” from the “File” tab at the top of the screen, then scroll through the “Templates” list at the left of the screen to view templates that came pre-loaded with your program and available on the Office website.

Step

Click “I Accept” on the right hand side of the page to accept the terms and conditions, if necessary. Browse under the “Budget,” “Expense Reports” and “forms” categories to locate different kinds of balance sheet templates.

Step

Click “Download” to download and open a desired template in Excel.

Step

Fill out your balance sheet.

Find Template Online

Step

Visit the Microsoft Office Templates site, and enter “balance sheet” in the text box.

Step

Choose “Excel” from the product drop-down and then click “Search.”

Step

Browse templates until you find one that fits your requirements for a balance sheet, and click “Download.”

Step

Validate your version of Excel, if prompted to do so, then indicate where to save the template (your desktop, hard drive or a memory device), then click “Save.”

Step

Open Excel, click “Open” under the Office button, navigate to where you saved the template, and click “Open.” Fill out your balance sheet.