Why use the Simple  Planning P&L Planner?

Excel based:
Our easy to use spreadsheets require only that you have MS Excel on your computer; there is no need for additional software.

Fast setup: Because our planners are Excel based there is no need for setup (quick downloading).

Affordable: Only $19.95 - compare to other financial software.  Secure credit card payment (privacy policy).

Includes support: With your one time payment comes free customer support.


Money Back Guarantee:
If for some reason you are not pleased with our Excel Profit & Loss planner, just let us know and we'll refund your money right away- we only want satisfied customers.

Find out what customers are saying about the Simple Planning Calculators.

 

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.



 

 



What the Investment Calculator includes (click to enlarge)
(all sheets below are included in this planner)

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.

 

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.

 

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.

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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