Catch-Up Bookkeeping Template
Simple spreadsheet template to help organize transactions
and create a basic Profit & Loss summary
This free template helps business owners organize transactions and create a simple Profit & Loss (P&L) report.
Paste in transactions or enter them manually
Assign categories using a dropdown list
Use preset P&L categories based on Schedule C
Filter the report by month or year
Catch uncategorized transactions before finalizing the report
Best for: DIY cleanup, catch-up bookkeeping, or organizing uncategorized transactions into a simple summary report.
