You can use this spreadsheet to easily get your category totals caught up for your business. Go to Navigator and click on Bank Statements and Reconciliation under Cash. Management. 2.Use PivotTables to create an income statement, statement of owner's equity, and balance sheet in Microsoft Excel. I'm going to show you how to create this incredible customer statements complete with dynamic day range. Just enter the prompt "Create a table from the following bank statement information:". Then copy and paste the statement information from the PDF file. Today I will teach you how to prepare automated bank statement in Excel spreadsheet. We have a free template you can download and use. This post will show you why you may need a bank statement template and what it should include. The only format that will be accepted is .