▶
▶Income Statement & P&L
True net profit, monthly and annual.
A 6-tab automatic income statement: type your numbers in the blue cells and get a monthly and annual P&L, gross and net margin, and a clear picture of exactly where the money goes.
- Auto monthly + annual P&L
- Gross & net margin, live
- Type blue cells only — zero setup
- Excel + Google Sheets
- Comes in Colorful, Light & Dark — all three included
Overview
A real income statement, built for you
Knowing your revenue isn't the same as knowing your profit. This turns your numbers into a proper income statement: revenue, cost of goods, expenses, and the gross and net margins that tell you what the business actually keeps.
You only ever type in the blue cells. The monthly statement, the annual rollup and the margin percentages calculate themselves, so you get a banker-ready P&L without building a single formula.
It also comes in three looks — Colorful, Light and Dark. Use the color switch on this page to preview each one; every purchase includes all three, so you can pick the style that fits you.
What's Included
6 connected tabs that build the statement
- The Excel workbook (.xlsx) in all three colors — Colorful, Light & Dark — each also opens in Google Sheets
- A step-by-step Quick-Start guide (PDF)
- Free lifetime updates & friendly support — message anytime
Key Benefits
Why this one, not a free template
Revenue, COGS and expenses resolve into the gross and net margin that actually matter.
No formulas to build and nothing to set up — enter numbers and the statement appears.
See each month and the full-year rollup side by side, updated automatically.
A clean, standard income statement you can hand to a lender or accountant.
Works in both, with no monthly fee and nothing else to install.
Colorful, Light or Dark — pick your look. All three included.
Who It's For
For any small business or side hustle
- Small-business owners who want a real P&L
- Freelancers and side-hustlers tracking profit
- Anyone prepping numbers for a lender or accountant
- Sellers who know revenue but not net margin
How It Works
Up and running in three steps
Open the .xlsx in Excel, or upload it to Google Drive and open with Google Sheets.
On the Setup tab, name your revenue and expense lines.
Enter revenue and expenses — the monthly and annual statement build themselves.
Why It's Different
A statement, not a blank ledger
Most free templates hand you an empty grid and leave the accounting to you. This is a structured income statement that already knows how revenue, cost of goods and expenses become gross and net profit.
Because it's a spreadsheet you own, every line is visible and editable — shape it to your business — and it never expires or charges a subscription.
Delivery & Compatibility
Instant, and works with what you use
As soon as your order is complete you get instant access to download the spreadsheet, plus a copy by email. Prefer Google Sheets for real-time updates and dropdowns? It's fully optimized. More comfortable in Excel? It works just as well.
Built and tested in the latest Excel (Office 365). On Mac we recommend the Google Sheets version — the template is not compatible with Apple Numbers. Available in English. The template is delivered blank; the images and video show sample data to demonstrate how it looks once filled in.
FAQ
Questions, answered
What formats does it come in?
Both Excel (.xlsx) and Google Sheets. If you're on a Mac, note that Apple Numbers isn't supported — use Excel for Mac or the Google Sheets version.
Does it come in different colors?
Yes — every purchase includes three color versions: Colorful, Light and Dark. Preview them with the color switch near the top of the page, and you'll receive all three in your download (for both Excel and Google Sheets).
Do I need a subscription or special software?
No. It's a one-time purchase with no subscription. It works in Excel or in free Google Sheets — nothing else to install.
How do I receive it after purchase?
Instantly. After secure Stripe checkout you're taken to a download page, and you also receive an email with your download link.
Are there instructions or a tutorial?
Yes — a Quick-Start PDF is included, plus walkthrough videos on our YouTube channel. You can message us anytime with questions.
Do I have to build any formulas?
Never. Type only in the highlighted cells; every dashboard, tab, total and chart calculates itself.
Can I resell or use it commercially?
It's licensed for personal use only. Reselling, sharing or redistributing the file isn't permitted. See our Terms for details.
What's your refund policy?
Because it's an instant digital download, please review the details above before buying. Full details are on our Refunds page.
For personal use only. This template is for informational purposes and is not financial, tax or legal advice. © 2026 NicheToolkitHub — no resale or redistribution.
