DIY Your P&L
A tutorial for indie booksellers who want to manage their own P&L.
The Presentation
The Spreadsheet
Custom Formulas
In the Expenses sheet, to pull the name of the month from a full date, use this:
=text(B2, "mmmm")
In the P&L sheet, to sum up all expenses that match the MONTH name and VENDOR name:
=SUMIFS(Expenses!$E$2:$E,Expenses!$A$2:$A,C$1,Expenses!$C$2:$C,$A01)
In the P&L sheet, to sum up all expenses that match the MONTH name and CATEGORY name:
=SUMIFS(Expenses!$E$2:$E,Expenses!$A$2:$A,C$1,Expenses!$D$2:$D,$A31)
Got questions? Reach out.