Why not keep your Bookkeeping records in a simple Excel Spreadsheet. In this video I will create an easy to use Bookkeeping Spreadsheet that you can both expand and adapt to your specific business requirements. Created using the Excel Table tool, the finished Excel template incorporates a ‘drop down list box’ to select data and uses Excels filtering tool for you to ‘drill down’ into your data. As usual I will provide a link for you to obtain a copy of the finished product. Please use the YouTube messaging facility if you have a questions.
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29 Replies to “Create a Bookkeeping Spreadsheet in Excel in 10 minutes”
Thank you! Copy please!
Hi Julie, https://studio.youtube.com/video/w9xdAeYSkxg/edit
Thanks for this and I’ve created my own to suit what I needed. However are you able to advise how I can add in monthly bank account reconciliations please? I’ve tried to add in monthly withdrawals minus deposits to get a monthly balance but it doesn’t seem to be working.
Hi Lisa, please see our Accounting Spreadsheet video. It does this. 🙂
Hi, my list of types dont want to save, there is a notification that reads “the list source must be a bdelimeted list, or a reference to single row or colum” please csn you help? Thanks
Hi Rhonelle, sound like you are trying to import a csv file. Not so easy 🙂
OH My your videos are so great… Helping my hubby keep up with all his invoices and payments.. Thank you 😊
You are so welcome!
Thank you for the informative video.
Thanks for the informative video
Please I need a excel file created
Great video, could you share a copy please.
Hi Vicky, The file you have requested can be obtained by following the guide in this video https://youtu.be/m7Zf8_UWPGQ 😊
INFORMATIVE VIDEO, THANKS
Glad it was helpful! 🙂
I would like a spreadsheet please, this was a great lesson.
Hi Yankho, Please follow the ‘Download’ guide in this link 😊 https://youtu.be/m7Zf8_UWPGQ
I cannot find Define name under formulas on mine where can it be?
Hi Rookie, it’s on the Formulas Ribbon 🙂
@Mr.SpreadSheet Thank you for your response I found out that excel online does not support the Define name under the Formulas Ribbon.
Please send all accounting spreadsheet Thank you
Please see our ‘Free Mr. SpreadSheet templates’ video 😊 https://youtu.be/m7Zf8_UWPGQ
easy for a beginner
Well done …
Very helpful. Thanks 🙏
Glad it was helpful!