Bookkeeping template for Excel 2007

[NQ Suzumeh]

For years I've kept track of my credit card debts by 3-column ledger forms.
(I took an accounting class in 1973 so it's what I'm use to.) Now obsolete,
I can't find any refills so I decided to go electronic. I looked everywhere
for a template for my Excel program but none exist. I tried to make one of
my own but don't know how. I takes $50 to talk to any tech support & no one
replies to my questions on any message board. Is there anyone out there who
knows where I can get a general ledger template for Excel 2007 or how I can
make one?

 

[JoAnn Paules]

Without looking, I would almost bet that there is something available on the
web. Have you tried Google?

--

JoAnn Paules
Microsoft MVP - Publisher

How to ask a question
http://support.microsoft.com/kb/555375

 

[RobertVA]

For years I've kept track of my credit card debts by 3-column ledger forms.
(I took an accounting class in 1973 so it's what I'm use to.) Now obsolete,
I can't find any refills so I decided to go electronic. I looked everywhere
for a template for my Excel program but none exist. I tried to make one of
my own but don't know how. I takes $50 to talk to any tech support & no one
replies to my questions on any message board. Is there anyone out there who
knows where I can get a general ledger template for Excel 2007 or how I can
make one?

Hmmm...

(general instructions for just about any spreadsheet including, but not
limited to, earlier versions of Excel)

Leave enough rows at top for things like Transaction date range, account
description and column headers.

First column for date. Set format for date.

Second column for merchant. Increase the height of the rows if you want
a second line within the cell for things like a purchased item
description or merchant's sales ticket number.

Third column for charges or fees.

Fourth column for payments.

Fifth column shows sum of all charges on or above that line minus the
sum of all payments on or above that line. This would show the running
balance on each line. Make sure you use an absolute reference for the
top row.

Format third, fourth and fifth columns for currency.

Make enough rows so it will fill a single sheet of paper when you print
hard copy. Fill in some numbers to make sure it's working properly, then
clear the dates, text and numbers from the first four columns. Save the
blank worksheet. Make an entry in the "Charges" column to carry the
balance over from an earlier sheet. Save each sheet with a new name so
you don't overwrite the blank. I haven't worked with spreadsheet
templates, but they may allow you to protect your blank as a template
(try changing the file type in the "Save As..." dialog).

 

[Gordon]

For years I've kept track of my credit card debts by 3-column ledger
forms.
(I took an accounting class in 1973 so it's what I'm use to.) Now
obsolete,
I can't find any refills so I decided to go electronic. I looked
everywhere
for a template for my Excel program but none exist. I tried to make one
of
my own but don't know how. I takes $50 to talk to any tech support & no
one
replies to my questions on any message board. Is there anyone out there
who
knows where I can get a general ledger template for Excel 2007 or how I
can
make one?

Open Excel, go to Office Button-New, scroll down to the section called
Statements in MS Office and there's one there called Statement of Account
which ought to suit your purpose...

 

[Amy Jo Yates]

I dont' see a reply to this, so I figured I would respond in case someone still wants an answer.

It is very easy to create excel templates to meet your needs.

Some may exist already. Try searching microsoft templates (online or via your excel software) or use google to search for general ledger template excel, or bookkeeping template excel.

I often take a template that exists and customize it to suit my needs.

I'm happy to give you some pointers if you need them.