📊 How to Build Your P&L Statement

1️⃣
Set Up Basics Enter company name, select period type, and choose your currency
2️⃣
Add Revenue Enter all income sources including sales, services, and other revenue
3️⃣
Track Expenses Add COGS and operating expenses to calculate profitability
4️⃣
Export & Share Download as PDF, Excel, or CSV for your records

P&L Statement Builder 🔒 Secure

Use Templates: Select your business type from the Templates tab to load industry-specific expense categories.
Track COGS separately: Keep Cost of Goods Sold separate from operating expenses for accurate gross profit.
Compare periods: Use multi-period view to identify trends and track improvements over time.
Set budgets: Add budget targets in the Budget tab to compare actual vs planned performance.

Build Your Statement

Revenue ℹ️ Income from sales of goods or services

Cost of Goods Sold (COGS) ℹ️ Direct costs attributable to production of goods sold

Operating Expenses (OPEX) ℹ️ Expenses incurred during normal business operations

Other Income

Other Expenses

Budget vs Actual

Enable budget tracking to compare actual results against planned budgets.

Industry Templates

Load a complete P&L structure for your industry

Quick Add Categories

Click to add individual expense categories

Live Preview

⏳ Calculating...

Monthly Breakdown

Year-over-Year Comparison

Save at least 2 yearly snapshots to see comparison

Ready | Auto-save enabled 🔒 Last saved: Never
💾 Saving...

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