Profit & Loss Statement

Description

Know your real profit every month without an accountant. Log sales and expenses once and the P&L lays out revenue, costs, gross profit and net profit month by month. This profit and loss statement template works in Excel and Google Sheets.

What it does

• Monthly P&L for the whole year, built automatically from your transactions
• Revenue, cost of sales, gross profit, operating expenses and net profit
• Gross and net margin % for every month
• Categories mapped to P&L groups you can edit
• Dashboard with profit trend, margins and where the money goes

How it works

1. Settings: enter your business name, currency, report year and check the income and expense categories.
2. Transactions: log each sale and expense with a date, category and amount.
3. P&L: read your statement month by month, or open the Dashboard for the charts.

What’s inside

Start Here guide, Dashboard (9 headline numbers and 6 charts), Transactions, P&L, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Step-by-step guide

New to this? Read our guide: How to Make a Profit and Loss Statement in Excel.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.