📊 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
30-day free trialIncome
Expenses
Try every YourProfitBook feature free for 30 days
New accounts get full Business access free for 30 days — no credit card required. Choose a plan after your trial to keep going. Plans start at $4.99/month. Your records remain safe if you do not subscribe.
Your 30 days of full Business access start when you create your account — no payment information needed. After your trial you choose a plan (starting at $4.99/month) to keep adding to your books. Cancel anytime. Your records remain safe if you do not subscribe.
The capabilities behind the number
Every workflow below posts into the same double-entry ledger, so what you see here and what appears on your financial statements are the same set of books.
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.
No credit card required · 30-day free trial
Built for growing operating businesses
Service and project companies, product and inventory businesses, multi-entity owners, and the accountants who work alongside them.
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.
Real accounting underneath, not a spreadsheet with a dashboard
The figures on your dashboard come from posted double-entry transactions — the same records your accountant will review at year end.
Double-entry general ledger
A maintainable chart of accounts with debits and credits behind every transaction, not one-sided categorised entries.
Bank reconciliation
Match connected or imported bank activity against the ledger so your books agree with your statements.
A/R and A/P controls
Invoices, customer balances, vendor bills and payables tracked as real receivables and payables, not notes.
Trial balance and statements
Trial balance, profit & loss, balance sheet and cash-flow reporting produced from the same posted data.
Full audit trail
Every posting, edit and journal entry is recorded, so changes can be traced and explained.
Period close
Close a period, lock the numbers and stop prior-period figures shifting after you have reported them.
YourProfitBook keeps your books and reporting in one place. It does not file tax returns and it does not replace your accountant.
❓ 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 trial?+
Yes. Every account starts with a 30-day free trial — a live P&L dashboard and full access, no credit card required. Plans start at $4.99/month after the trial.
Professional accounting power, without the friction
Set up your books, connect your operations and see where the money actually goes — with a full 30 days to decide.
No credit card required · 30-day free trial · Web & Android