Chart of Accounts Excel Template
A professional accounting spreadsheet that creates a complete Chart of Accounts (COA) following standard principles with trial balance verification.
Download Free Spreadsheet (.xlsx)
Direct client-side generation. Compatible with Microsoft Excel 2016+, Office 365, Google Sheets, and LibreOffice Calc.
Interactive Spreadsheet Preview
Live view of the pre-formatted columns and automated cell formulas included in your download file.
| Account Code | Account Name | Type | Normal Balance | Current Balance ($) |
|---|---|---|---|---|
| 1010 | Operating Cash | Asset | Debit | $45,000.00 |
| 2010 | Accounts Payable | Liability | Credit | $12,500.00 |
Key Template Features
Chart Data Source: Account distribution by type (Assets, Liabilities, Equity, Revenue, Expenses)
Visual In-Cell Bars: Total balance per account type
Timeline Data: Daily journal entry activity across 30 days
KPI Cards: Total Accounts, Total Assets, Total Liabilities, Trial Balance Check
Historical Data Ledger: 6-month balance evolution by account type
Heatmap Data Source: 30-day × account type matrix of journal entry counts
Pre-Configured Excel Formulas
=Opening_Balance + Debits - Credits — Asset/Expense Closing Balance=Opening_Balance + Credits - Debits — Liability/Equity/Revenue Closing Balance=SUM(Debit_Column) - SUM(Credit_Column) — Trial Balance CheckWho Uses This Template & Why
🎯 Target Users
Accountants, bookkeepers, and business owners setting up their financial systems.
🚀 Real Problem Solved
Messy accounting codes and unbalanced books. This provides a structured, standard COA hierarchy.
How to Use with Google Sheets
- Click Download Excel File to save the
.xlsxfile to your computer. - Open Google Drive in your web browser.
- Click + New → File Upload and choose the downloaded file.
- Double-click the uploaded file in Google Drive to open it directly as a native Google Sheets document with all formulas intact.