Hello, and welcome to Mark’s Excel Tips. Today, I will show you how to create a Balance Sheet Template, in Excel 365. Let’s get started.
Click here to view our video tutorial.
Click here to download our PDF tutorial.
To start, click on File.
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On the right side of the home screen, click on more templates.
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In the search box on the left, type in Balance Sheet. Hit enter, or click on the search icon.
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Excel, will load several templates for Balance Sheet.
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Let’s click on the first one.
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In the window that opens, Excel tells you about this template and what it is best used for.
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You can use the left and right arrows, to scroll through the different Balance Sheet templates.
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Each template, will give you a brief description on what it can be used for.
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When you find the Balance Sheet template that you like, click on create.
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Excel, will load your Balance Sheet Template, ready for you to use.
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This Balance Sheet Template, has a Summary tab.
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An Assets tab, where you input all your assets.
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A Liabilities tab.
And a Categories tab, for each of your categories.
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On each of the pages, click on cell A-1, and it will tell you about the information on that page.
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Video Tutorial
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