MENU

📊 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.

60-second setup No credit card required Free plan available

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

01

Log transactions

Add income and expenses as they happen — or scan receipts.

02

Your P&L updates live

Revenue, expenses, and net profit recalculate instantly.

03

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 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.

Start Free Demo