Templates · Google Sheets

Profit & Loss Template

Log your income and expenses and see your profit and loss by month and category, with your net profit and profit margin for the whole tax year.

Monthly profit and loss
Net profit and margin
Print your P&L on one page

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Profit & Loss Template in Google Sheets on a laptop, shown with sample data

What's inside

Start HereYour welcome page: a 4-step setup checklist, how the tabs fit together, a guide to every tab with clickable links, and the color legend.
IncomeEvery payment you receive, with room for 2,000 rows. Type the date, who paid, a description, the category and the amount; the month fills in.
ExpensesEvery business expense, with room for 2,000 rows. Type the date, vendor, a description, the category and the amount; the month fills in.
P&LYour profit and loss for the tax year, month by month: income by category, total income, expenses by category, total expenses, net profit and profit margin, with a year total and each row's share of income.
SettingsSet up once: your business name, the month your tax year starts, and your lists of income categories and expense categories.

A closer look

Your profit, month by month: Income, expenses and net profit for every month of the tax year. (Profit & Loss Template, sample data)

Net profit and margin: See what you kept each month, and how much of every dollar. (Profit & Loss Template, sample data)

Log every payment: Date, who paid, category and amount. The P&L does the adding up. (Profit & Loss Template, sample data)

Track every expense: Vendor, category and amount for every business expense. (Profit & Loss Template, sample data)

Your categories, your tax year: Set them once; every dropdown and total follows. (Profit & Loss Template, sample data)

Screenshots show the Sample copy with made-up data.

Get set up in minutes

Open your copy's Start Here tab.
Settings: your business name, tax-year start and category lists.
Income: log each payment you receive.
Expenses: log each business expense.
P&L: see your year and print it.

Good to know

Google Sheets: you need a free Google account. This isn't an Excel file.
Works in any browser on a computer, tablet or phone. Setup is easiest on a computer.
Nothing to install: no add-ons, no scripts.
You get a ready-to-use copy plus a Sample copy filled with example data, and a step-by-step PDF guide.

How Profit & Loss Template fits together

Ready when you are

Coming soon

Visit the Etsy shop

This template is on its way to our Etsy shop. Instant download when it's there.

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