Profit and Loss Workbook
Paste the entries from your bank export or sales sheet, put each category on a line of the P&L and see revenue, gross profit, operating profit and net profit per month, quarter or year. Every amount is added exactly and every margin shows how it was calculated.
- Free
- No sign-up
- Runs in your browser
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Management P&L
Paste your entries with a date, a category and an amount to see the statement.
How the total was calculated
Management report from your own entries. It is not an official, audited or tax financial statement and it is not accounting advice.
When the business promotes an offer
This statement stays private. If the business later promotes an offer or a menu, a VISU Link gathers that public page, contacts and ordering in one address.
How to use it
- Paste your entries with a date, a description, a category and an amount, or open a CSV file. The first row holds the column names.
- Check the columns the page picked and how amounts are written: costs as negative numbers, or all positive with the category deciding.
- Put each category on a P&L line: revenue, cost of goods sold, operating expenses, other income, other expenses, income tax, or leave it out.
- Choose totals per month, quarter or year, and the currency if your table has no currency column.
- Read the statement and the calculation trail, then print it, save it as a PDF or download the CSV files.
Examples
Coffee shop first quarter
Seventeen bank entries over three months with a refund, a transfer to savings left out and interest income, giving a net margin of about 18 percent.
Freelancer year
Twelve months of invoices and expenses, all written as positive amounts, with totals per quarter for a yearly review.
Shop with two currencies
Sales in euros and a supplier paid in dollars: two statements side by side, never added together.
Questions
How do I make a profit and loss statement?
List every income and cost with its date, category and amount, map each category to a P&L line and add them up per period. This page does it from your pasted entries: revenue minus cost of goods sold gives gross profit, minus operating expenses gives operating profit, then other income, other expenses and income tax give net profit.
Is this an official financial statement?
No. It is a management report made from your own entries, useful to follow the business. It is not an audited, official or tax statement, and it does not apply the accounting rules of any country.
What if my bank writes amounts like 1.234,56?
Both 1,234.56 and 1.234,56 are read, and the page says which style it found. When an amount such as 1.234 could mean two things and nothing in the table decides it, the statement waits until you choose the decimal separator.
How are refunds and reversals handled?
With costs written as negative numbers, a negative sale is a refund and lowers revenue, and a positive cost is a reversal that lowers costs. With all amounts positive, a negative amount always reverses its own category.
What happens to rows that cannot be read?
They are left out of the statement and listed with how many there are and what they add up to, so the totals always reconcile with your table. A blank amount is never counted as zero.
Are my numbers uploaded?
No. The statement is calculated in your browser and nothing you paste or open is sent to VISU. Keep the PDF or the CSV, because closing the page clears it.