How to Create a General Ledger in Excel Tutorials

Microsoft Office provides links to general ledger templates pre-designed for Excel workbooks. These time-saving, formatted layouts can include just one worksheet or multiple worksheets. For example, a multi-tab workbook can contain worksheets for year-to-date budget summary, monthly expenses, plus detailed worksheets for each account, such as office, staffing or equipment. These free, downloaded templates can be adapted to your business needs.

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Create a digital general ledger based on an Excel template.

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Open the Excel program to display a new workbook.

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Click the “File” tab on the command ribbon to open a list of commands.

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Click “New” on the list to display a gallery of "Office.com" templates.

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Type “general ledger” in the “Search Office.com for templates” text box. A gallery of thumbnail images appears in the middle pane.

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Click the preferred thumbnail link. Preview the expended version in the right pane.

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Click the “Download” button in the right pane. The general ledger template copies to the new worksheet.

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Type the account numbers, account titles and the data for the actual, budget, remaining budget $ and remaining budget %.

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Click the template's other sheet tabs to view and update, if applicable. For example, "Monthly Expenses."

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Save this workbook in an accessible file location.