Freelance Translator Finance & Client Tracker

Freelance Translator Finance & Client Tracker

Know what you billed. Track what you received.

An Excel toolkit for freelance translators who want to organize clients, jobs, invoices, receipts and expenses in one place.

See the difference between invoiced work and cash received, follow partial payments and overdue balances, and build a separate 12-month plan using your own volumes and rates.

Version 1.0 · English edition · Digital download

What is included

- Clean Excel template with nine worksheets.

- Separate demo workbook with fictional clients and transactions.

- Four-page Quick Start Guide with worked examples.

- README and commercial-use licence.

What you can track

Clients and jobs: client IDs, contact details, services, word/hour/page/project quantities, rates, deadlines, delivery dates and job status.

Invoices and receipts: net fees, entered indirect tax and withholding rates, amount due, multiple partial receipts, outstanding balances and overdue status at your chosen as-of date.

Expenses: categories, suppliers, net costs, indirect tax, gross costs and full-payment dates.

Monthly results: net invoiced, net expenses, planning profit, optional planning tax reserve, cash receipts, paid expenses and delivered words.

Forecast: 12 monthly periods with editable word volumes, per-word rates, hours, hourly rates, other fees, expenses and separate cash assumptions.

Each operational ledger provides 200 input rows, with filters, formulas and clearly marked editable fields. Input review flags help identify missing information, duplicate IDs and unmatched records.

Start with confidence

Use the fictional demo to follow an invoice settled through two receipts and another with an overdue balance. The Quick Start Guide explains how revenue and cash can fall in different months. Start real records in the clean template.

Scope and requirements

Instructions are in English. The downloadable files are XLSX, PDF and TXT. Use a spreadsheet application supporting XLSX formulas, tables, filters and validation lists.

All numeric records use one base currency. The product does not perform foreign-exchange conversion. Country tax rates are not supplied: enter your own applicable values. The tax reserve is a planning assumption, not a tax liability or filing calculation.

Monthly planning profit uses invoice issue dates and expense dates. Tracked cash excludes tax payments, owner drawings, loans and capital injections; reconcile it separately from bank balances.

Version 1.0 supports positive standard invoices and partial customer receipts. Credit notes, refunds, pre-invoice deposits, depreciation and partial expense-payment ledgers are outside its scope.

Frequently asked questions

Does it create invoices for me?

It records issued invoices and tracks their receipts. It does not generate legally compliant invoice documents or submit invoices to clients.

Can I use it in Google Sheets?

You may try importing the XLSX files, but a verified native Google Sheets edition is not included. Check formulas, dates, filters and validation after importing into a different application.

Has it been tested?

Formula and workflow checks covered partial receipts, overdue balances, overpayments, zero rates, missing inputs, unknown invoice IDs, as-of dates and forecast losses in the bundled spreadsheet engine. Independent desktop Excel execution and Google Sheets import have not been verified.

Can I add more than 200 rows?

Yes, after extending formulas, validations, tables and every fixed summary range. Adding only a table row does not extend all calculations automatically.

Is it accounting software?

It is an operational and planning spreadsheet. It does not implement statutory accounts, tax returns, automated bank reconciliation or bookkeeping integrations.

What does the licence allow?

Use the template for your own business and client work, including adapted working copies. Team members and contractors may access it for your licensed projects. Resale and redistribution of the template are not permitted. Read the included licence for full conditions.

Get the tracker

Organize your records and make your next business review easier.

Price: €9.99, including applicable taxes.

Get the tracker — €9.99

Seller: Andrés Miguel Quintero González, trading as AQ Translations.

AQ Translations: https://andresquintero.me · Contact: mailto:andresquintero@me.com