A monthly profit & loss, free.
Type what came in and what went out this month. See your profit, your margin, your expenses by category, and how much to set aside for tax.
✓ 100% free ✓ Instant download ✓ Excel for Windows & Mac
| This month | |
|---|---|
| Income | $8,862.45 |
| Expenses | $2,006.69 |
| Profit | $6,855.76 |
| Profit margin | 77% |
| Set aside for tax (25%) | $1,713.94 |
Simple, and it does the sums
Profit
Income minus expenses, and your profit margin.
Expenses by category
Every category added up, with a bar to show the biggest.
Tax set-aside
Pick a %, and see how much to put aside.
Yours in under a minute
Click “Download it free”
You’ll go to a secure download page. There’s nothing to pay.
Enter your email
The download link is sent straight to your inbox, and you can download it straight away too.
Open it in Excel
Type this month’s income and expenses.
Free version or full version
The free sheet covers one month. The full Small Business Income & Expense Tracker covers the whole year, with a quarterly tax planner.
| Free | Full version · $12.99 | |
|---|---|---|
| Profit and margin | ✓ | ✓ |
| Expenses by category | ✓ | ✓ |
| Tax set-aside | ✓ | ✓ |
| Months | 1 | 12 |
| Profit & Loss by month | – | ✓ |
| Quarterly tax dates | – | ✓ |
| Dashboard and chart | – | ✓ |
| Your own categories | – | ✓ |
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials. This free sheet uses the SUMIF formulas from my tutorials, ready to use today.
Questions
Is it really free?
Yes. You just enter your email address so the download link can be sent to you.
Will you email me?
Now and then, with new Excel templates and tips. You can unsubscribe at any time with one click.
Does it use macros?
No. It’s a normal .xlsx file, so there’s nothing to enable and no security warnings.
Which versions of Excel does it work with?
Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac.
See this month’s profit.
Download the free Monthly Profit & Loss and know your numbers.
Download it freeWant the whole year and a tax planner? See the full Small Business Income & Expense Tracker.