Calculates gross profit, net profit, and net margin every month from your own numbers, without expensive accounting software.
A real P&L structure built for owners without a bookkeeping background gives you a clear monthly profit picture without expensive software.
Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.
Small business owners often don't have a clear monthly profit picture without expensive accounting software, or they have the software but not a simple view they actually check regularly. This tracker gives a real month-by-month profit picture from revenue, cost of goods sold, and operating expenses you enter yourself.
Enter total revenue and cost of goods sold for the month, and the sheet calculates gross profit automatically. Enter your operating expenses (rent, software, marketing, payroll) separately from cost of goods sold. The sheet calculates net profit and net profit margin automatically, giving you a real month-by-month profit picture. Compare margin trend month to month, since a revenue increase with a shrinking margin is a warning sign worth investigating, and use this monthly view alongside your bank statements to reconcile and catch errors early.
We built this for owners who check their bank balance but not their actual margin. Revenue can go up while margin quietly shrinks, and that's the kind of trend a bank balance alone will never show you.
— DaveWays
Enter revenue, COGS, and operating expenses; the sheet handles the profit and margin math.
Month-to-month margin comparison surfaces warning signs a rising revenue number can hide.
Reconciling against bank statements monthly catches mistakes before they compound.
Does this replace accounting software or a bookkeeper?
No, it's a fast monthly profit snapshot; for tax filing, payroll, and detailed bookkeeping, continue using your accountant or accounting software.
How do I categorize an expense that's part COGS and part operating?
Split it across both fields based on your best estimate of the proportion tied directly to producing your product or service versus running the business generally.
Can this handle multiple revenue streams?
Yes, enter combined total revenue for the month, or add rows to break out revenue by stream if you want that level of detail.
Small Business Profit & Loss Tracker (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
Small Business Profit & Loss Tracker is $16.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
