U.S. Freelance Invoice & Expense Tracker for Excel + Google Sheets | v1.7.5

Track freelance invoices, cash received, clients, paid business expenses and budgeted tax set-asides with the BOMDOXI U.S.-ready edition. The Excel workbook defaults to USD, 0% invoice tax and U.S.-first MM/DD/YYYY dates.

WHAT'S INCLUDED

- Blank, editable Microsoft Excel workbook (.xlsx), v1.7.5 CLEAN, with no macros.

- Buyer guide PDF with links to separate native Google Sheets READY and DEMO copies.

- Google Sheets copies are separate from the Excel file and do not synchronise with it. A Google account is required to make your own editable copy.

FEATURES

- Seven worksheets: Start Here, Dashboard, Invoices, Expenses, Clients, Monthly Summary and Settings.

- Capacity for 500 invoices, 500 expenses and 100 clients.

- Invoice dates, due dates, payment dates, aging, outstanding balances and data checks.

- Record paid expenses by the date the money left your business.

- Dashboard charts and a 36-month summary separating billed invoices from cash received.

- Editable income-tax reserve estimate and optional invoice-tax rate fields.

- Protected formula cells and editable input cells.

IMPORTANT SCOPE NOTES

This is a recordkeeping and cash-planning workbook, not accounting software or tax advice. It does not create certified invoices, calculate official tax due or taxable income, prepare or file tax returns, or reconcile tax payments to an authority. It does not determine sales-tax rates, taxability, nexus or registration obligations. The workbook starts with invoice tax at 0%; enter a rate only when applicable and confirm your obligations with a qualified professional. The income-tax reserve is a planning estimate, not a statutory liability or recommendation, and cash after set-asides is not a verified bank balance.

The Excel workbook is intended for Microsoft Excel. Excel-to-Google-Sheets conversion is not certified; use the native Google Sheets READY/DEMO links in the PDF guide instead. Currency settings change the display label only and do not convert amounts. Use one file per currency.

Single-purchaser licence for your own business. Do not resell, redistribute, sublicense or share the blank template. Created with AI assistance. BOMDOXI is independent of Microsoft, Google and the IRS.

U.S. Edition v1.7.5. Support: bomdoxi.templates@gmail.com