P&L Dashboard
Real Banking Data
CSV
Data Source: Wells Fargo CSV Export
3 years of transaction history (2023-2026)
2025 Financial Year
Based on actual banking transactions
Net Loss
Total Revenue
$0
Actual deposits
Total Expenses
$0
Business expenses
Net Profit/Loss
$0
P&L
Transactions
0
Total processed
Expense Breakdown by Category
Year over Year Comparison
Expense Categories
Recent Transactions
2025 Tax Preview
Based on actual banking data
-$31,864
Net Loss (No tax owed)
Revenue
$53,480
Deductions
$85,344
Est. Tax
$0
Actions
Connect Plaid for automatic bank syncing
Review personal vs business expense allocations
Export tax summary for accountant