monthly income and expense template for excel

The annual profit and loss template below follows the same format and structure as the monthly version, however, it doesn’t have a total column at the end that sums up each of the periods. #2 Annual Profit and Loss Template (P&L Template)įor businesses that have been in operation for several years, it may be helpful to show an annual (full fiscal year or year-to-date) statement. Learn more about monthly cash flow forecast modeling.įill out the form above to download the Excel file. The monthly profit and loss template is perfect for small, medium, and large businesses as it can easily be adjusted to add or eliminate detail as required. By showing all of the information in a series of monthly columns, much more detail is visible than if only the annual figures were shown. The monthly P&L template is perfect for businesses that require regular reporting and detail. #1 Monthly Profit and Loss Template (P&L Template) The two types of templates included in the file are shown below. Save as a new file and consider saving a version as PDF as well as XLS.Double-check to ensure all the formulas in black cells are working properly.Replace all the blue cells that contain hard-coded numbers with your company’s information.Use the monthly or annual worksheet, depending on what type of statement you want to produce.Download the Excel file (see all free templates).

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Monthly income and expense template for excel