📊 P&L Template
A Profit and Loss Template That Fills Itself In
Forget static spreadsheets. YourProfitBook gives you a live P&L statement that updates automatically every time you log income or an expense. See revenue, costs, and net profit — always current.
Income
Expenses
Get 30 Days of Business Access — Free
New accounts get full Business access free for 30 days — no credit card required. When the 30 days end, you keep the permanent free Starter plan unless you upgrade to Pro or Business.
Limited-time launch offer
Your 30 days of Business access starts when you create your account — no payment information needed. After it ends, you return to the free Starter plan (30 lifetime transactions, 1 business profile) unless you choose Pro or Business. Your data is always saved.
Everything you need, nothing you don't
Built for business owners who want clarity, not complexity.
Auto-Calculating P&L
Income minus expenses equals profit. The math is always done for you.
Any Date Range
View your P&L for this month, last quarter, this year, or any custom range.
Category Breakdown
See exactly which categories drive your revenue and which eat your profit.
Export Anytime
Download as PDF, Excel, or CSV. Share with your accountant in one click.
Period Comparison
Compare this month to last month and spot trends in seconds.
Per-Business P&L
Run separate profit and loss reports for each of your businesses.
🚀 How It Works
Up and running in minutes
Log transactions
Add income and expenses as they happen — or scan receipts.
Your P&L updates live
Revenue, expenses, and net profit recalculate instantly.
Export or share
Download a polished PDF report or share a link with your accountant.
Built for real businesses
From food trucks to freelancers — if you earn money and spend money, this is for you.
Contractors
See profit per month after job costs, materials, and overhead.
Salon Owners
Track product revenue against rent, supplies, and staff costs.
Food Business
Monthly P&L showing revenue vs ingredient and operating costs.
Freelancers
Clean P&L showing project income against business expenses.
❓ FAQ
Frequently asked questions
Is this a downloadable spreadsheet template?+
No — it's better. YourProfitBook gives you a live, auto-updating P&L that calculates itself every time you add a transaction. No formulas, no manual updates.
Can I export my P&L as a PDF?+
Yes. Export as PDF, Excel, or CSV anytime. Great for sharing with your accountant or bank.
Does it work for multiple businesses?+
Yes. Each business gets its own separate P&L. Switch between them in one click.
Is there a free plan?+
Yes. 30 lifetime transactions, a live P&L dashboard, and 1 business — free forever, no credit card.
Ready to see your real profit?
Join the small business owners who finally understand their numbers.
Free plan · No credit card · Web & Android
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