Automated P&L is an excel workbook used to create automated profit and loss statements based on user-inputted transactional data.
- View the project here
This project was created to automate the process of creating a P&L statement. It has various usecases including managing business financials, personal finance, and project P&Ls. The data for the P&L is based on user-inputted transactional data. This data can be entered by the user or downloaded by an ERP to create a more autonomous process. Both actual transactions and forecasts can be entered to create a full P&L outlook.
To use the automated P&L, download Automated P&L.xlsm and follow the on-screen instructions
Source code for this project:
- User Forms:
Forms - Modules VBA:
Modules - Sheets VBA:
Microsoft Excel Objects
To import these sources into a new excel workbook, use excel's built in "import file" feature found in the Visual Basic menu
Released under AGPL-3.0 License found here