Freelancer Finance Tracker (Excel & Google Sheets)

Know your real profit, your tax bill and who still owes you, in one simple spreadsheet.

Built for freelancers, self-employed people, creators and side hustlers who want clear numbers without accounting software or monthly fees.

WHAT'S INSIDE (8 connected tabs)

✔ Dashboard: income, expenses, net profit, tax to set aside, take-home pay, outstanding invoices and top client, plus 4 automatic charts and an income-goal progress bar

✔ Income Log: track every invoice with Paid / Pending / Overdue status (colour-coded)

✔ Expense Log: 16 ready-made business categories, tax-deductible flag and "receipt saved" check

✔ Monthly Summary: profit, margin and take-home for every month, plus an expense-by-category breakdown

✔ Quarterly Tax Planner: estimated tax per quarter, editable due dates, amount paid and what's left

✔ Clients: billed, paid, outstanding and share of income for every client

✔ Settings: your currency, tax %, income goal, clients and categories

✔ Start Here: a short step-by-step guide

WHY YOU'LL LOVE IT

• Enter your numbers once, and everything else calculates automatically

• Dropdown menus, so there are no typing mistakes

• Room for 1,000 income and 1,000 expense entries

• Works for any year and any currency

• No macros, no add-ins, no subscription

YOU WILL RECEIVE

1. Freelancer_Finance_Tracker.xlsx: blank and ready to use

2. Freelancer_Finance_Tracker_EXAMPLE.xlsx: filled with sample data so you can see how it works

COMPATIBLE WITH

• Microsoft Excel (desktop, Mac, Excel for the web)

• Google Sheets (free): upload to Google Drive, then Open with Google Sheets

• Not compatible with Apple Numbers

PLEASE NOTE

• This is a digital download. No physical item will be shipped.

• The tax figures are estimates based on the percentage you choose. They are not tax advice; please check with a tax professional.

• Because this is a digital product, refunds are not offered, but please message me if you have any trouble opening the file.