Free Profit and Loss Template
A free profit and loss statement template in Excel and Google Sheets with a balance sheet, a 12-month cash flow statement and a summary chart.
Free ยท Excel workbook, 6 tabs, works in Google Sheets
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | Excel workbook, 6 tabs, works in Google Sheets |
| Price | Free |
| Files | Stelaah Profit and Loss Template.xlsx (18 KB) |
| Works with | Open the .xlsx in Excel 365, Google Sheets or Numbers. |
| Licence | Use it yourself, on all your devices. Please do not share or resell the files. |
| Language | English |
| Includes | 12 months, 3 statements, 6 tabs |
A free profit and loss template for the year, with a balance sheet and a cash flow statement in the same file. Type income, cost of sales and expenses by month. Gross profit, net profit and both margins work themselves out, along with the best month of the year.
The balance sheet takes profit for the year from the profit and loss tab and tells you whether it balances. The cash flow tab shows money in and out each month and the cash you end each month with, with negative months in red.
Pick your currency and the month your year starts. Rename any line to suit your business. These are management figures, not a tax return.
Get it free in the Stelaah Store
See inside
What's inside
One spreadsheet, six tabs. Example figures show how it works.
| Section | Pages or size |
|---|---|
| Start here and settings | 2 tabs |
| Summary with monthly chart | 1 tab |
| Profit and loss | 12 months |
| Balance sheet | 1 tab |
| Cash flow | 12 months |
Who it's for
- Small business owners reviewing the year
- Freelancers preparing figures for a lender or accountant
- Founders building simple management accounts
You may be looking for
- profit and loss template
- profit and loss statement template
- balance sheet template
- cash flow template
- income statement template excel
- p&l template
Works with
Open the .xlsx in Excel 365, Google Sheets or Numbers.
Questions
- Does it work in Google Sheets?
- Yes. Upload the .xlsx to Google Drive and open it with Google Sheets. It also opens in Excel 365 and Numbers.
- How is this different from the bookkeeping spreadsheet?
- The bookkeeping spreadsheet records each transaction. This template summarises the year by month as a profit and loss, balance sheet and cash flow.
- Which apps does it work with?
- Open the .xlsx in Excel 365, Google Sheets or Numbers.
- Is it really free?
- Yes. Add your name and email once and every free Stelaah download opens on this browser. No account is needed.
- What do I download?
- Stelaah Profit and Loss Template.xlsx (18 KB).
- Can I share or resell it?
- Use it yourself, on all your devices. Please do not share or resell the files.