Small Business Profit & Loss Statement - Monthly and Year-to-Date

For small business owners and the self-employed who want gross profit, net profit and margin calculated from their own income and expenses.

⚡ Instant digital delivery📊 Excel + Google Sheets🧮 Formulas built in♾️ One-time - no subscription

The Small Business Profit Loss Statement is an income statement spreadsheet delivered as one .xlsx workbook that works in Google Sheets and Microsoft Excel. You log income and expenses by category, and pre-built formulas calculate gross profit, net profit and margin, monthly and year-to-date. A dashboard shows the key numbers at a glance.

What you can do🗂️Income & expense logsRecord income and expenses by category, all in one place.🧮Automatic P&LGross profit, net profit and margin are calculated for you.📅Monthly and year-to-dateStatements by month and year-to-date, handy at tax time or when you talk to a lender.📊At-a-glance dashboardProfit, margin and trend on one screen.How it works

1. Make your copy Open the .xlsx in Microsoft Excel or import it into Google Sheets as your own copy.
2. Log income and expenses Enter them as they happen, or once a month.
3. Read your P&L Check profit, margin and trend on the dashboard.

What's included

• ✔️ 1 Excel workbook (.xlsx) - opens in Microsoft Excel or Google Sheets
• ✔️ Income and expense logs by category, automatic P&L, monthly and year-to-date statements and a dashboard

Why customers choose it✅Real numbers, not a guessKnow whether the business actually made money this month.⚙️Builds itselfThe statement updates from your logs as you type - no accountant needed to produce it.📈See the trendMonthly figures show whether your profit and margin are moving up or down.Buy with confidence
Instant electronic delivery • One-time purchase • Friendly support — just message us on .Quick answersWhat software do I need?
Google Sheets or Microsoft Excel - the .xlsx file works in both.How is it delivered?
Delivered electronically right after purchase through messages - nothing is shipped.What does the statement calculate?
Gross profit, net profit and margin, monthly and year-to-date, from the income and expenses you log by category.Do I need accounting knowledge?
No. The formulas are built in - type your income and expenses and the totals update themselves.Is this accounting or tax advice?
No. It is a record-keeping template, not legal, tax or financial advice.More from our storePair it with our Small Business Expense Tracker or 12-Month Cash Flow Forecast Spreadsheet.Instant delivery after purchase - see this month's profit in a few clicks.License & buyer notice
This is an electronically delivered product — nothing is shipped. The buyer is only receiving a revocable license with specific limitations: one user, for personal or internal business use; the files may not be resold, shared or redistributed. Electronically delivered goods do not qualify for the Money Back Guarantee. What you need: Google Sheets or Microsoft Excel. If anything is not right, message us on and we will fix it.