Monthly P&L Template

A clean monthly profit and loss statement with margins, year-to-date totals and comparisons.

Key features

• Revenue, cost of sales and operating expenses
• Gross and operating margin per month
• Year-to-date and full-year totals
• Charts for revenue and profit

Who it is for

Small business owners · Entrepreneurs · Bookkeepers and accountants

What is included

• Instructions
• Settings
• Chart of accounts
• Monthly P&L
• Dashboard

Make it yours

Add your company or business name, logo, address, currency and date format. In the web app your branding is saved and shown on the dashboard and exports. Rename categories and lines to match your business.

Requirements

Excel: Microsoft Excel 2016 or later, or Microsoft 365 (Windows or Mac). Google Sheets: a free Google account. Web app: a current browser on computer, tablet or phone.