Profit & Loss Statement Generator
A clean P&L from your logs, no accountant required.
An income statement generator for small business owners who need a proper profit and loss statement for taxes, loans, or sanity, without accounting software.
Profit & Loss Statement Generator is a 7-tab Excel and Google Sheets workbook. 2 you type into, 3 calculated from those and 2 you set once. No macros, so it opens without a security warning.
- Dashboard Revenue, gross margin, operating expenses and net profit for the period.
- Dashboard (Dark) The same dashboard in a dark theme, for screens that are easier on the eyes at night.
- Transactions Date, description, category, location, amount and notes. One row per transaction, and the statement builds itself from them.
Filed under bookkeeping & accounting.
All 7 tabs, exactly as they look in the file. Click a tab to look inside.
Sound familiar?
What's inside, tab by tab
You only ever type in the highlighted input cells. Everything else is calculated from what you type.
| Tab | What you do | What it does |
|---|---|---|
| Tab 1Start Here | Set once, never again | A one-page setup guide inside the workbook. Enter your basics once, in about 5 to 10 minutes. |
| Tab 2Dashboard | Calculated for you | Revenue, gross margin, operating expenses and net profit for the period. |
| Tab 3Dashboard (Dark) | Calculated for you | The same dashboard in a dark theme, for screens that are easier on the eyes at night. |
| Tab 4Transactions | You type here | Date, description, category, location, amount and notes. One row per transaction, and the statement builds itself from them. |
| Tab 5P&L Statement | Calculated for you | A twelve-month profit and loss statement, built from your transactions. |
| Tab 6Date Fixer | You type here | Paste dates that came out of a bank export as text and it shows you which ones Excel has misread, then hands back clean ones. |
| Tab 7Settings & Lists | Set once, never again | The category lists and defaults the rest of the workbook reads. Change them once and every sheet follows. |
Want one quick number first? The free break-even calculator finds the sales you need to cover fixed costs. It runs in your browser, no sign-up.
Built like software, priced like a spreadsheet
Enter your data; totals, flags and the dashboard update instantly.
Checked cell by cell before release. Find one and we will fix it.
Formula cells are protected. You can only type where typing is safe.
Both versions in every purchase. No converting, no broken references.
Clean report pages for your records, your accountant, or your next meeting.
Delivered by Etsy the moment you pay. Free updates to this template forever.
How it works
Secure checkout through Etsy, no account needed here.
The Excel file and the Google Sheets link arrive immediately.
Type into the highlighted cells and every total is calculated from what you typed.
Questions, answered
Do I need a paid Excel version?
Any desktop Excel from 2016 onward works, including Microsoft 365. If you don’t have Excel at all, use the included Google Sheets version. It’s free.
Does it fully work in Google Sheets?
Yes. The Google Sheets version is made from the same file as the Excel one and checked in Google Sheets before release. Every formula uses functions that work the same in both.
Is this a one-time purchase?
Yes. One payment, no subscription. You keep the files forever and get free updates to this template.
What does it not do?
It does not connect to your bank or accounting software, and it does not import statements: you type your entries in. It is not tax advice.
What’s the refund policy?
Refunds follow Etsy’s rules for digital downloads. If a template doesn’t work as described, email support@elecart.us and we will fix it.
What if I get stuck?
Email support@elecart.us and the person who built the template answers, usually within one business day. Etsy Messages works too.
How much data can it handle?
Input tabs are sized generously and tested with full sample data: enough for years of typical use. Need more room? Duplicate the file per year, or email support for an extended version.
A clean P&L from your logs, no accountant required.
$3.80, once, 70% off until Nov 28. Yours forever, with free updates.
Get it on Etsy →
