Profit and Loss Statement Template | Monthly P&L Spreadsheet | Income Statement | Small Business Finances | Google Sheets and Excel

Get your monthly Profit and Loss Statement on one clean page: income, cost of sales, expenses, gross and net profit, plus this year vs last year.

WHAT'S INSIDE

• Start Here: business name, year and your own income, cost and expense lines

• Dashboard: the year at a glance and how each expense changed vs last year

• This Year: monthly totals for every line, prints on one page

• Last Year: optional, for the year-over-year comparison

• Help & FAQ: quick answers

FEATURES

✔ Gross profit, net profit and margins calculated

✔ 12 months plus year total

✔ This year vs last year comparison

✔ Prints on one page for your accountant or bank

✔ Rename up to 6 income, 6 cost and 20 expense lines

✔ Clean, simple layout

✔ Easy to roll over to a new year

HOW IT WORKS

1. Download the file and open it in Google Sheets or Excel (the PDF guide shows how).

2. Rename the lines to match your business on Start Here.

3. Type each month's totals. Profit and margins calculate themselves.

YOU WILL RECEIVE

✔ 1 .xlsx template file (blank, ready to use)

✔ 1 DEMO file with sample data, so you can see how it works

✔ 1 PDF guide: how to open it in Google Sheets (free) or Excel

PLEASE NOTE

✔ Digital product. Nothing physical will be shipped.

✔ Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer / Microsoft 365.

✔ Not compatible with Apple Numbers.

✔ Due to the digital nature, no returns. Message us for any help!

✔ For personal or own-business use only (no resale or sharing of the file).

✔ A business report, not tax advice.