How to Create a General Ledger in Excel Tutorials

By Kathryn Hatashita-Lee

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.

Step 1

Open the Excel program to display a new workbook.

Step 2

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

Step 3

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

Step 4

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

Step 5

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

Step 6

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

Step 7

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

Step 8

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

Step 9

Save this workbook in an accessible file location.