Using "Chapter 17 Financials in Excel. In this video, I'll guide you through multiple steps to create an account statement in Excel.Just enter the prompt "Create a table from the following bank statement information:". Then copy and paste the statement information from the PDF file. Requirement 1 Perform a horizontal analysis on the balance sheets for 2018 and 2019. You can use this spreadsheet to easily get your category totals caught up for your business. 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. Excel use to create statements from statement bank. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.