EXCEL Ledgers - Frequently Asked Questions
Short instructional videos explaining various features of the Excel Ledger Programs.


Basic Ledger Skills (things everyone should know about the program)
 
HOW TO SETUP FOR A NEW YEAR
Learn how to easily copy and setup new copies of the Ledger for each year.

SETUP VIDEO

HOW TO ENTER DATES
When entering transactions you will need to enter DATES in the proper way. This video explains how to enter calendar dates for each transaction entry.

DATE VIDEO

HOW TO RECORD TRANSFERS AND CASH WITHDRAWALS
This video explains how you can use the "TRANSFER IN(+) OUT(-)" category to record transfer of money between accounts, and cash withdrawals.

TRANSFER VIDEO

HOW TO DO EASILY RECONCILE BANK & VISA STATEMENTS
This video explains how to reconcile all your bank and credit card statements using the "basic" bank rec. feature, with the entries in the Ledger program.

RECONCILE VIDEO

HOW TO RECORD RECEIVABLES
This video explains how to easily record receivables on revenue you have earned but have not yet been paid on.

RECEIVABLE VIDEO

HOW TO SORT
Learn how to SORT transactions by date, and sort expense categories alphabetically.

 SORT VIDEO


Advanced Ledger Skills (optional / advanced Ledger program items)
 
BACKUP AND USE THE LEDGER ON ALL OF YOUR COMPUTERS
Use the Ledger program on any your computers without having to copy the program.

SHARE VIDEO

HOW TO FORMAT THE LEDGER PROGRM
Learn how to easily change fonts, borders, colors, and currency symbols.

FORMAT VIDEO

MAKING REPEATING ENTRIES
Make Ledger entries that are repeated each and every month, quickly and easily.

ENTRIES VIDEO

HOW TO USE THE  "ADVANCED BANK RECONCILIATION" FEATURE
This video explains how to reconcile all your bank and credit card statements using the "advanced" bank rec. feature.

ADVANCED BANK REC

HOW TO SEND LEDGER STATEMENTS & REPORTS VIA EMAIL
Make Ledger reports that you can easily send to anyone via email, such as your accountant or clients.

REPORT VIDEO

OTHER QUESTIONS?  use our Contact Us page to get answers.