How to make a Profit & Loss statement for any business using Excel

Рет қаралды 32,593

2 жыл бұрын

A quick and easy how to video on Profit & Loss statements in Microsoft Excel. In this video, we'll cover exactly how to build a profit and loss statement for any business so you can get up and running in less than 30 minutes.
Want to view monthly and/or quarterly Profit & Loss? Check out this video: kzfaq.info/get/bejne/kLhkh5imzp_Gn6s.html
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Пікірлер: 33

@kingrei2256 Жыл бұрын

Thank you! This helped me alot I very much appreciate this video!

@CustomExcelSpreadsheets Жыл бұрын

You’re welcome! Thanks for the positive feedback and I’m glad it was helpful!

@Reeceperkins Жыл бұрын

Thank you!!! Very helpful!

@CustomExcelSpreadsheets Жыл бұрын

You’re welcome! Thanks for the feedback, Reece

@anneaudrey8508 Жыл бұрын

I love the illustration

@CustomExcelSpreadsheets Жыл бұрын

Thanks, Anne!

@tmiraj6900 4 ай бұрын

This was really helpful. Im just having trouble saving all the sheets.

@tammynelson3979 Жыл бұрын

Thanks a lot for sharing!

@CustomExcelSpreadsheets Жыл бұрын

You’re welcome, Tammy! Thanks for watching.

@user-dh4um1yl6p 7 ай бұрын

Thanks for the information you provided in this video.

@CustomExcelSpreadsheets 7 ай бұрын

You’re welcome! I’ll be putting out a lot more helpful Excel videos geared towards business applications in 2024 :).

@user-pq4tl1mm5r 6 ай бұрын

Thank you so much!

@CustomExcelSpreadsheets 6 ай бұрын

You’re welcome! Glad it was helpful. Let me know if there are any other videos you’d be interested in and they just might make it onto my queue!

@stuartwhite2495 6 ай бұрын

Thank you so much.

@CustomExcelSpreadsheets 6 ай бұрын

You're welcome, Stuart! Glad it was helpful.

@IsharaLakmal-oe3cy 3 ай бұрын

Thank you❤

@CustomExcelSpreadsheets 3 ай бұрын

You're welcome 😊!

@baileymcbroom437 11 ай бұрын

Thank you for this video! I found it super helpful. Could you provide some tips or a video on how to sort the p&l by quarter or year?

@CustomExcelSpreadsheets 11 ай бұрын

Thank you! That’s a great suggestion, thank you. I’ll add it to my list to make. If you haven’t already, you may want to subscribe/turn on bell notification so you don’t miss it :).

@gaty79co 8 ай бұрын

I also want to know this

@CustomExcelSpreadsheets 8 ай бұрын

@@gaty79co Thanks for the feedback! stay tuned... hoping to do another P&L video that shows quarterly and annual summaries/rollups as well soon. If you haven't already, you may want to subscribe and hit notification icon so you don't miss it. Should be by the end of the year.

@marksmith4512 4 ай бұрын

I love this is there a way to have dynamic services that autofill based on the tables of revenue and expenses. I think right now you have to manually enter them?

@CustomExcelSpreadsheets 4 ай бұрын

Thank you! Just to clarify, you are wondering if there is a way to have expenses and revenue automatically filled, right? If so, there are ways to significantly reduce the manual entry required. We have set up automation for importing csv files outputted from financial institutions as well as more advanced automation using Zapier and/or api calls.

@Ismailhemed 3 ай бұрын

good job sorry you can make me budget of computer shopping

@deidrebenson9572 4 ай бұрын

Super Helpful but...question, how do you make the profit and loss by month?

@CustomExcelSpreadsheets 4 ай бұрын

Thank you and great question! By watching this video 😁: Excel Profit & Loss Tutorial: Add automated monthly and quarterly summaries kzfaq.info/get/bejne/kLhkh5imzp_Gn6s.html

@deidrebenson9572 4 ай бұрын

@@CustomExcelSpreadsheets Thank you! I found that AFTER I asked, my apologies. I did attempt to find the link to the completed spreadsheet and wasn't able to figure out how to get to it though. Forgive me, I am looking for this spreadsheet to help with my small business portion of taxes (FY2023) and the deadline is fast approaching so I'm pressed for time and kinda freaking out. LOL

@CustomExcelSpreadsheets 4 ай бұрын

Hey! That’s my fault actually- been so busy I haven’t had a chance to fix this missing link yet. Send me an email and I’ll shoot the excel file to you first thing tomorrow morning! Email: colton@customexcelspreadsheets.com

@deidrebenson9572 4 ай бұрын

@@CustomExcelSpreadsheets Will do now. :)

@user-mj3ch9cr9z 5 ай бұрын

You explained the video too fast

@CustomExcelSpreadsheets 5 ай бұрын

Thanks for the feedback! Here’s a tip that might help: On KZfaq you can change the playback speed to slow it down so it’s easier for you to follow along.