Profit & Loss Planner_Demo

Profit&LossPlannerFAQ'sHowdoIchangethecategorynames?Youcanchangethedefaultrevenue/cost/expensecategoriesonP&LStatementsheet,thesenamesflowthroughtotheothersheets(donottypeovernamesintheothertabsasthesesheetsarelinkedtotheP&LStatementsheet).Isee######insteadofnumbers,whatiswrong?Thecellneedstobewidenedtoallowforthislargedollarfigure.Towidenaparticularcolumn,selectthecellwiththe######andselectColumnunderneaththeFormatmenu.SelectHeight…andtypeinawidththatfits.Idon'tseeColumnHeaders,sohowdoIadjustthecolumnwidth?YoumayunhidetheColumnHeadersbyfollowingthesesimplestep:SelectOptionsunderneaththeToolsmenuOntheViewtab,intheWindowsoptionsarea,checktheboxnexttoRow&columnheadersClickOkIfyouhavespecificrequirementsthatarenotaddressedabove,contactusatOverviewInstructionsYoumaymovefromworksheettoworksheetbyclickingonthewhitebuttonswithgreybordersasseenhere:Youmayalsousethebluetabsatthebottomofthisworkbook.Usethedropdownboxestochartdifferenttimeperiods(CurrentMonth,PriorMonth,Yearly,Jan,Feb,etc.)P&LStatementEnteryourcompanynameinthecelllocatedatthetopleftofthesheet(thisnamewillflowthroughtotheothersheets)SelecttheCurrentMonth,FiscalYearandwhenFiscalYearBegins.Typeintheappropriaterevenue/cost/expensenamesthatfityourbusiness(thesenameswillflowthroughtotheothersheets)Enteryourcompanyfiguresonthissheet(thesenameswillflowthroughtotheDetailandSummarysheets)P&LDetailDonotenterdataonthissheetTheP&LDetailsheetillustratesthesourcesofrevenue/cost/expenseviapiechartsfortheselectedperiodUsethedropdownboxestochartdifferenttimeperiods(CurrentMonth,PriorMonth,Yearly,Jan,Feb,etc.)P&LSummaryDonotenterdataonthissheetTheP&LSummarysheetillustratesrevenue/cost/expensetrendsbymonthandbyquarterForaquarterlyviewoftheP&Lfiguresyoumayhidethemonthlyfigurebyclickingthenegativesignsinthegreyareasabovethesheets(directlyunderneaththeformulabar)PersonalFinancialPlannersavailableat:AfterthepurchasinganddownloadingofthissoftwarefromSimpleplanning.com,thepurchaserisgrantedalicensetousethisproduct.ThelicenseemaymakecopiesofthisproductinanamountthatdoesnotexceedthenumberoflicensesoriginallypurchasedfromSimpleplanning.com,orforthepurposeofcreatingabackupcopy.Thisfileorthesoftwarecontainedinthisfileshallnotbetransferredtoanon-licenseewithoutthewrittenconsentfromSimpleplanning.com.LimitationofLiabilitySimpleplanning.comwillnotbeheldliablefordamagesintheeventof,butnotlimitedtoinaccurateassumptions,calculationerrors,software,hardware,dataandnetworkfailureandprofit/savingslossesasaresultofusingthissoftware.Youcanchangethedefaultrevenue/cost/expensecategoriesonP&LStatementsheet,thesenamesflowthroughtotheothersheets(donottypeovernamesintheothertabsasthesesheetsarelinkedtotheP&LStatementsheet).Towidenaparticularcolumn,selectthecellwiththe######andselectColumnunderneaththeFormatmenu.OntheViewtab,intheWindowsoptionsarea,checktheboxnexttoRow&[e-mail]ettoworksheetbyclickingonthewhitebuttonswithgreybordersasseenhere:Usethedropdownboxestochartdifferenttimeperiods(CurrentMonth,PriorMonth,Yearly,Jan,Feb,etc.)Enteryourcompanynameinthecelllocatedatthetopleftofthesheet(thisnamewillflowthroughtotheothersheets)Typeintheappropriaterevenue/cost/expensenamesthatfityourbusiness(thesenameswillflowthroughtotheothersheets)Enteryourcompanyfiguresonthissheet(thesenameswillflowthroughtotheDetailandSummarysheets)TheP&LDetailsheetillustratesthesourcesofrevenue/cost/expenseviapiechartsfortheselectedperiodUsethedropdownboxestochartdifferenttimeperiods(CurrentMonth,PriorMonth,Yearly,Jan,Feb,etc.)TheP&LSummarysheetillustratesrevenue/cost/expensetrendsbymonthandbyquarterForaquarterlyviewoftheP&LfiguresyoumayhidethemonthlyfigurebyclickingthenegativesignsinthegreyareasCalendarPlannerNetWorthCalculatorCompletePlannerSimpleplannings.comgrantsusageofthisfinancialplanningsoftwareunderthefollowingtermsandconditions:AfterthepurchasinganddownloadingofthissoftwarefromSimpleplanning.com,thepurchaserisgrantedalicensetousethisproduct.ThelicenseemaymakecopiesofthisproductinanamountthatdoesnotexceedthenumberoflicensesoriginallypurchasedfromThisfileorthesoftwarecontainedinthisfileshallnotbetransferredtoanon-licenseewithoutthewrittenconsentfromSimpleplanning.com.Simpleplanning.comwillnotbeheldliablefordamagesintheeventof,butnotlimitedtoinaccurateassumptions,calculationerrors,software,hardware,dataandnetworkfailureandprofit/savingslossesasaresultofusingthissoftware.CompanyNameProfit&LossStatementJan//10Feb//10Mar//101Q//10Apr//10May//10Jun//102Q//10Jul//10Aug//10Sep//103Q//10Oct//10Nov//10Dec//104Q//10YTDJanFYRevenue/SalesApplicationMaintenance100,000100,000100,000300,000110,000110,000110,000330,000120,000120,0