Profit & Loss Template and Dashboard

A P&L (Profit and Loss) template is a financial tracking tool that allows you to record and monitor your business's revenue and expenses. It can help you understand your business's financial performance and make informed decisions about budgeting, forecasting, and planning. It also serves as the basis of tax preparation.

Our P&L Template and Dashboard are best suited for small business owners who are sole proprietors or LLCs (not S or C Corporations) who are looking to simplify their bookkeeping and avoid ongoing software fees.

It may not be suitable for those with over 500 transactions a month or who have more advanced needs, like a balance sheet or inventory tracking.

Yes, our P&L template is fully customizable, so you can tailor it to your business's specific needs. We provide you with a starting chart of accounts, however, you are able to customize it to include more specific income and expense accounts to your needs.

Yes, we provide detailed instructions and a video walkthrough on how to use the P&L Template and Dashboard to get the most out of the tool.

Yes, our P&L template and dashboard are compatible with both Excel and Google Sheets. Make sure to save your progress somewhere you will remember it so you don’t lose it!

Our P&L Template and Dashboard are built with simplicity in mind and designed to be user-friendly and straightforward. You can quickly and easily create a P&L and analyze your data using the Dashboard, making it easy for small business owners to understand their financial data. It is also affordable and customizable, allowing you to tailor it to your business's specific needs.

If you have any technical issues with the template, shoot us an email at [email protected] and we’d be happy to assist.

We recommend updating the P&L template and dashboard on a monthly basis to ensure that your financial data is up to date.

No spreadsheet savviness required, that's what we’re here for! We have simplified the process to make it completely plug-and-play, and provide help and tutorials along the way! 

You’ll be able to see a Monthly and Year-to-Date P&L. Additionally, the Dashboard will show you charts and graphs illustrating the following: 1) Revenue by Month, 2) Expenses by Month, 3) Revenue by Category, 4) Top 5 Expenses, 5) Profit (Loss) by Month, and 6) Profit by Quarter

If you already own our programs like the Ultimate Getting Ready for Taxes and/or Financial Fitness™ Basics then you already have access to a P&L template, tutorial, and additional educational resources and videos to help you track your numbers. However, this P&L template has been enhanced with extra rows, more customization, and the new Financial Dashboard. 

Since the digital download is provided to you upon purchase, we do not provide refunds. That said, we are committed to your satisfaction. If you are unsatisfied with your purchase, please contact us at [email protected] so that we can make it right. When you purchase the spreadsheet you are agreeing to our terms which you can review here: https://learn.jamietrull.com/pages/terms

Per our Terms and Conditions, this worksheet is not for commercial use. If you'd like to use it commercially with your clients or wish to become an affiliate for this product, please contact us at [email protected] and we can discuss options!

When you purchase the spreadsheet via this page you are agreeing to use it for individual use ONLY and use with clients is therefore a violation of these terms. You can review the full terms here: https://learn.jamietrull.com/pages/terms

Yes! Financial Professionals love it when their clients bring them all their numbers organized in our spreadsheets! We hear so much feedback about the high praise buyers receive at tax time for having all of their information neatly organized. It can also be shared for other purposes, like obtaining a mortgage or other loan.