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Profit and Loss Tracker for Small Businesses and Freelancers
Profit and Loss Tracker for Small Businesses and Freelancers
The P&L Tracker is a Notion template that helps small business and freelancers track income and expense activities, invoices, profitability, on a per client basis, per project basis, or as a total.
Quickly add income and their sources to track past, current, and future income. Track past and upcoming expenses per client, and per project. Add projects, clients, vendors, and staff to track profitability based on income and expenses. Automatically generate invoices for the work you're completing. Create your own income statement and filter the information you want to see. Monitor your data with instant and useful analytics on a monthly, annual basis.
Easy navigation between pages with buttons and intuitive links. Quickly add vendors, clients, and staff to your template. See how profitable you are per client and per project.
P&L Tracker lets create an income statement with any criteria you want. Separate vendors, projects, clients, certain dates, income and expenses, and different types of income / expense activities.
P&L tracker lets you create invoices for clients automatically. You can store client contact information and add it to the recipient fields in your invoice in seconds.
Use the a widget on your device to access on the go. Quickly access your page and update on the go. Even specify the page you want to see.
The purchase of this P&L tracker includes a PDF guidebook that includes a link to your Notion template and some tips on how to best use your template.

Profit and Loss Tracker for Small Businesses and Freelancers

Attention freelancers, small businesses, and side hustlers:

This is for you.

Sale price $9.00 USD

We created this template for those who manage their business and wear all the hats, a simple bookkeeping solutions for solo-preneurs.

Profit and loss statement built in. Perfect accounting tool for the self-employed, side-hustlers, small business owners, and everyone in between.

Track income & expenses in seconds

Quickly add income and expenses with the click of a button. Add recurring income and expenses for efficient financial planning.

Add the projects you're working on

Track income and expenses by each project you're working on. Monitor profit and loss for each project and each client.

Add the clients & vendors you work with

Track the projects you're working on for different vendors and clients for improved business expense management.

Instant income statement

Create your own income statement (and profit and loss statement) and choose what time period, clients, vendors, projects, income, and expenses to include. Gain clarity on your cash flow management and business finances.

Plus! Automatically create an invoice: Add client contact info and invoice line items to quickly create an invoice for each billing period. This accounting tool lets you attach invoices and receipts, perfect for tracking income and expenses across your business.

By Certified Notion Experts

We are certified experts in Notion and Recommended Creators. We are passionate about leveraging Notion's platform for the betterment of our daily lives.

We use these templates on a daily basis and firmly believe they can be of value to you. We strive to make these templates as useful and user-friendly as possible. You can rest-assured you are getting high quality templates and if we fail on that, take us up on our money back guarantee.

Purchased this a couple weeks ago. Such a great template for organizing my Etsy store. I had a few questions and Ella and Ryan helped me out quickly.

Adding my income and expenses is easy. Like that I can add one-offs or recurring activities to save time. Tracking net income for each of my products helps too.

I am definitely not a numbers person and I needed a way to stay organized in my small business. This is the perfect solution with my freelance work as I don't require anything like Quickbooks yet. Love being able to see how profitable certain projects are!