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Is there a way to produce something like a Profit and Loss (P&L) statement or detailed expense report?

Is there a way to produce something like a Profit and Loss (P&L) statement or report?

Yes, using Excel’s pivot table feature, you can generate a table that summarizes expenses and deposits by category. Also consider the small business edition of my checkbook template.

See this video or follow this basic summary:

  1. Go to the register worksheet that you want to summarize. Click on the Insert menu and choose PivotTable.
  2. The default settings for “New Worksheet” are best so just click OK.
  3. In the pivot table fields box, drag the Years (Date) field down into the Rows box. Drag the Sub-Category field into the Rows box but place it under the Years (Date) field.
  4. Drag the Withdrawal into the Values box. Do the same for the Deposit field.

You’ll now have a summary of expenses and deposits by year.

    Category: Business Use