(The instructions are for the desktop version of Excel, the web version is not recommended for the installation but does work once the Account Register sheet is installed.)Īt this point your new template should be functional and linked to your local workbook’s data. Follow these instructions to copy the downloaded template into your Excel workbook and to connect the formula references to your local workbook data.“Account Register” gets its list of accounts and their opening dates and balances from “Account Reconciliation”, so it’s an important step. You can find information on installing and using Account Reconciliation here Once installed, take the time to fully reconcile the accounts that you’d like to use in the “Account Register” template. Because of this, the “Account Register” template relies on the “Account Reconciliation” template. Getting a reliable running balance requires having a reliable starting balance. Powered by Tiller – Try it Free! Installation