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Monthly accounting ledger: transactions, opening balance, income, expenses and ending balance for the chosen month and each month of the year, and a month-over-month variance analysis.
Monthly ledger dashboard: pick the month and year to see transactions, opening balance, cash in and out, and net ending balance, with a month-over-month variance analysis; the chosen month is highlighted yellow.
How to use it: enter transactions in each monthly ledger, then analyze them with the dashboard.
The dashboard pulls data from each monthly tab, January to December, and summarizes it.
12 monthly ledger tabs, one for each month: a quick summary of the month's balances, a pie chart, a box for notes, and a table for inflows and outflows with a running ending balance.
What's included: 13 tabs, 1 dashboard and 12 monthly ledgers, January to December.
  1. Monthly accounting ledger: transactions, opening balance, income, expenses and ending balance for the chosen month and each month of the year, and a month-over-month variance analysis.
  2. Monthly ledger dashboard: pick the month and year to see transactions, opening balance, cash in and out, and net ending balance, with a month-over-month variance analysis; the chosen month is highlighted yellow.
  3. How to use it: enter transactions in each monthly ledger, then analyze them with the dashboard.
  4. The dashboard pulls data from each monthly tab, January to December, and summarizes it.
  5. 12 monthly ledger tabs, one for each month: a quick summary of the month's balances, a pie chart, a box for notes, and a table for inflows and outflows with a running ending balance.
  6. What's included: 13 tabs, 1 dashboard and 12 monthly ledgers, January to December.

Small Business

Monthly Accounting Ledger Dashboard

$5.75

Digital Download
  • Instant download after payment
  • No sales tax, no hidden fees
  • Excel and/or Google Sheets files
What will I get?

You will receive 1 Excel file compatible with Excel 2021 and later versions.  You will also receive 1 pdf file containing a Google Sheet links. This item works with Google Sheets and Excel.

How will I get the files?

Once your payment is successfully processed, you will receive instant access to download links for your digital product. A confirmation email will also be sent with downloadable links.

Returns & Exchanges?

These are digital products and sales are final. If a template does not work as described, you may report the issue within 7 days of purchase and may be eligible for a refund under the Terms of Service.

About this template

This monthly bookkeeping template works in Excel and Google Sheets. It is the Monthly Accounting Ledger Dashboard, designed by a licensed CPA.

What is in the monthly bookkeeping template

The template includes transactions, opening balance, income, expenses and ending balance for the chosen month and each month of the year, and a month-over-month variance analysis.

Who uses it

Small business owners and bookkeepers. See all small business templates.

What you receive

One Excel file (Excel 2021 or later) and a PDF with a link to the Google Sheets version.

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