Trial Balance
Check that total debits equal total credits at the end of a period, with a difference figure that flags any imbalance. Excel workbook.
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Trial Balance
Sample
What’s Included in This Resource
Every resource on The Office File provides a complete toolkit rather than an empty, unhelpful document shell:
- Editable Microsoft Excel (.xlsx) workbook with built-in formulas
Sample included: Example: Trial Balance in use. Check that total debits equal total credits at the end of a period, with a difference figure that flags any imbalance. Excel workbook.
How to Use This Template
Follow these practical steps to customize and roll out this procedure with your team:
1. Download the file
Get the editable Excel workbook.
2. Replace the example figures
Overwrite the white cells with your own figures. Grey cells are formulas, so do not type over them.
3. Adjust to fit
Add or remove rows to match your needs, and copy the formulas down.
4. Save and share
Save the workbook, print it, or share it with your bookkeeper or accountant.