Excel P&L Macro Template App

Turn raw transactions into a clean P&L in seconds
A powerful Excel-based Profit & Loss statement generator, built with secure macros. Enter your data, select a date range, and instantly create a board-ready P&L report.

Key Features
✅ Automated Refresh – Change the From/To date and watch the report rebuild instantly.
✅ Smart Categorization – Income, COGS, Expenses, Gross Profit, and Net Profit clearly calculated.
✅ Print-Ready Output – One-click macro prints or exports your P&L as PDF.
✅ Customizable – Adjust categories, layout, and design to fit your company.
✅ Reusable – Template works month after month, year after year.

How It Works
Download the .xlsm template.
Enable macros and open the Dashboard sheet.
Enter your From and To dates.
Instantly view a refreshed P&L with totals.
Print or export to PDF with one click.
 
Who Is It For?
Small business owners
Freelancers
Accountants & bookkeepers
Financial consultants

What’s Included
Profit & Loss Excel template (.xlsm)
Quick start guide (PDF)
Optional: setup & customization service (VBA codebook)