In this video, I'll guide you through multiple steps to create an account statement in Excel. The file contains a Microsoft Excel (version 4.0 and above) spreadsheet template.Just enter the prompt "Create a table from the following bank statement information:". Then copy and paste the statement information from the PDF file. 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. A. Accounts must be filed with the Commissioner of Accounts. The spreadsheet contains over 80 common account titles in a trial balance format. Stop receiving paper statements in the mail. Instead you can view download or print your statements in Mobile or Online Banking anytime.