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A
simple alternative to accounting software, the Profit
& Loss Planner is perfect for planning and tracking
small business income, cost and expenses. Save
time and money with this Excel based spreadsheet- it's
easy to use and easy to customize (there is no need for
additional software).
Download the demo
version of our Excel spreadsheet planner to see how financial
planning can be made easy.

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What the Investment Calculator includes
(click to enlarge)
(all sheets below are included in
this planner)
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PROFIT & LOSS
STATEMENT
• Category names are easily customized and flow
through to Detail and Summary sheets.
• 12 month, quarterly, year to date and full year
columns.
• 9 lines for revenue/income, 9 lines for cost and
21 lines for expense.
• Select fiscal year and when fiscal year begins
with drop down windows.
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PROFIT
&
LOSS DETAIL
• View current month, quarterly and year to date
figures by category.
• Select view with easy to use drop down window.
• Revenue, cost and expense illustrated in detail
by dynamic pie charts.
• Pie chart colors are adjustable.
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PROFIT
& LOSS SUMMARY (monthly
view)
• View a summary of revenue, cost, gross profit,
expense and profit.
• View data by month or by quarter (hide and unhide
monthly figures with a click of a button).
• Bar graphs illustrate revenue, cost, gross profit,
expense and profit. |
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PROFIT
& LOSS SUMMARY (quarterly
view)
• View a summary of revenue, cost, gross profit,
expense and profit.
• View data by month or by quarter (hide and unhide
monthly figures with a click of a button).
• Bar graphs illustrate revenue, cost, gross profit,
expense and profit. |

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