Instructions
Plain-English setup, ready in minutes.
Know if you're actually making money — not just moving it.
A clean monthly Profit & Loss statement that calculates gross profit, operating income, net profit and your margins automatically.
In the $10 bundle
Comes with 4 more finance templates · 7-day money-back guarantee · Excel + Google Sheets.
The built-in dashboard — revenue, COGS, gross profit and net margin, calculated automatically.
What's inside
A real P&L, not a guess
Settings
Currency, business name and reporting period in one place.
P&L Statement
Enter revenue and costs; gross profit, operating income and net profit calculate themselves.
Categories
Organise revenue lines and expense types so totals roll up correctly.
Dashboard
Revenue vs net profit plus your margin percentages, visualised.
Why it's worth it
See profit, not just sales
Margins, done for you — gross, operating and net margins calculate automatically as you type.
A real P&L structure — revenue, cost of sales, operating costs and net profit, properly laid out.
See what you keep — a revenue-vs-net-profit view shows your real take-home.
Monthly clarity — track performance period by period and spot the trend.
No formula-writing — the structure and math are built; you just enter the numbers.
Who it's for: freelancers and small business owners who need to know — clearly and quickly — whether the business is actually profitable.
Questions
Before you buy
Do I need to know accounting?
No. The P&L structure is built for you — enter revenue and costs and it calculates gross profit, operating income, net profit and margins.
Can I use it every month?
Yes. It's designed for monthly tracking so you can watch profit and margins move over time.
Does it work in Google Sheets?
Yes. Built in Excel and fully Google-Sheets-compatible.