How to Create a General Ledger in Excel Tutorials

Create a digital general ledger based on an Excel template.

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.

Instructions

1. Open the Excel program to display a new workbook.

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

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

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

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

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

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

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

9. Save this workbook in an accessible file location.

References

• Microsoft Office: Templates, Records, Ledgers, General Ledger
• Microsoft Office: Search 1,000s of Templates