Profit and Loss Statement Template

Tired of juggling messy spreadsheets? This Profit and Loss Statement Template keeps things simple. Whether you run a small business, freelance, or have a growing side hustle, you get one clear spot to track your income, expenses, and profits.

It doesn’t matter if you’re handling client projects, managing an online shop, or just want to see where your money goes each month. This Canva template lays everything out in a clean, professional way, so you can spot trends, keep an eye on cash flow, and actually see how your business is doing.

• You don’t need to be an accountant to use it. The structure is straightforward, so you can feel confident about your finances.

With this template, you’ll see exactly what you’re earning, where you’re spending, and how you can do better next month. It’s easy to use, totally visual, and ready right out of the box. Spend less time on the numbers and more time actually growing your business.

Check out also our Salary Calculator

• Instant download - Start tracking your finances immediately after purchase;
• Canva compatible and print-ready - Fully editable templates, no advanced skills required;
• Professional design - Clean, structured layout for clarity and easy financial analysis.

1. Keep your finances clear and organized

Easily track income, expenses, and profit so you always know how your business is performing. See exactly where your money is going and make smarter decisions.

2. Perfect for any business or project

Use it for small businesses, freelancers, side hustles, or personal finance tracking. The template works whether you’re managing a store, a service, or just keeping your monthly finances in order.

3. Fully customizable to fit your style

Edit everything in Canva: colors, fonts, layouts, and sizes, to match your brand or personal preference. Print it, share it digitally, or use it as a live tracker for real-time updates.

Who is this Template for?

This Profit and Loss Statement Template is perfect for anyone who wants to get a clear picture of their finances and make smarter business decisions.

• Track your income, expenses, and profits in one place with a simple P&L statement template;
• Manage your finances as a freelancer or entrepreneur using a self-employed statement template e.g. Stock Portfolio profits;
• Use the ready-to-go layouts for monthly, quarterly, or yearly tracking, or customize it with Canva to match your brand style;
• This template works in Canva and PDF, giving you flexibility and clarity across all your financial reporting needs.

💡 Did you know?

A well-maintained profit and loss statement can help you spot trends, optimize spending, and increase profitability, making your business or personal finances 100% easier to manage.

Here are the sections you can fill in the Profit & Loss Statement Template, these are example data that you can adjust based on your own business. Simply open the file in Canva and edit the text fields to match your needs.

1. Header section
   Title: Profit & Loss
   Date: 2025-12-01
   Business name: Example name
   Address: Street 123
2. Income section
   Track all your business earnings clearly: Columns: Item, # (quantity), Price, Sum
   Items listed: Revenue, Sales, Discounts and allowances, Other income
   Subtotal row: Gross Revenue
3. Expenses section
   Record all outgoing business costs:
   Columns: Item, # (quantity), Price, Sum
   Items listed: Wages, Advertising, Rent/Lease, Internet, Utilities, Travel and meals, Interest, Insurance, Office supplies, Depreciation, Repairs and maintenance, Delivery/Freight, Cleaning services, Other expenses
   Subtotal row: Total expenses
4. Net income section
   This section shows your Net Income, the difference between Gross Revenue and Total Expenses.
   Clearly displays your Net Income both numerically and written out in words for clarity.
5. Example:
   Net Income: $1,840.00
   One thousand eight hundred forty dollars and zero cents