New
Profit and Loss Bookkeeping
Log income and expenses once; get a monthly profit and loss, tax categories and a tax set-aside estimate.
- Does the math for you
- Works in Excel, Google Sheets and Numbers
- Dashboard with pie and bar charts
- Instant download
Made in the USA · Jacksonville, FL
$5.95
Excel spreadsheet
Instant download · your files are ready the moment you pay
Secure checkout · payments by Stripe; we never see your card numberReal people · Affluency, LLC, Jacksonville, FL · 904-362-7083
About Profit and Loss Bookkeeping
Profit and Loss Bookkeeping does the math for you: the formulas and charts are already built in, so you just type in your numbers.
It works in Microsoft Excel, Google Sheets and Apple Numbers. For Google Sheets: upload the file to Google Drive, then open it with Google Sheets. Tip: keep a blank copy of the original so you can start fresh next month or next year.
Questions
How do I get my files?
Your download is ready the moment you pay, and the link is emailed to you too, so you can download it again later.
Is anything shipped?
No. This is a digital download, so there's no shipping cost and no waiting.
Do I need Excel?
No. It also works in the free Google Sheets and in Apple Numbers.
Questions or trouble with a file?
Real people answer: call or text 904-362-7083 (Affluency, LLC, Jacksonville, FL), or reply to your download email. We'll help you get it working.
Simple bookkeeping for small businesses and side hustles
You don't need expensive accounting software to know whether your business is making money. Log your income and expenses once, and this spreadsheet builds a monthly profit and loss report, sorts expenses into tax categories, and estimates how much to set aside for taxes.
- Monthly P&L: see profit for each month and year to date
- Tax categories: expenses sorted in a way your tax preparer will recognize
- Tax set-aside estimate: so you're not caught short when quarterly or yearly taxes are due
- Dashboard: pie and bar charts show where money comes from and goes
Habit that pays off: enter receipts once a week, not once a year. At tax time, hand your preparer a clean report instead of a shoebox. It's great for freelancers, Etsy sellers, contractors, cleaners, rideshare drivers and home businesses. Reconcile it with Bank Reconciliation, track customers who owe you with Invoices and Accounts Receivable, or get the full set in the Bookkeeping and Accounting Bundle.
AFFLUENCY
