UK Freelancer Expense & Self Assessment Tracker (Google Sheets + Excel)

Stop dreading Self Assessment season.

This is the spreadsheet I wish existed when I started freelancing — one place to log income, expenses, and mileage, with your tax estimate updating automatically as you go.

What you get:

✅ A live Dashboard with income/expense totals, a category breakdown chart, and a monthly income vs. expenses chart

✅ Simple Income and Expenses logs with dropdown categories — no more guessing what counts as deductible

✅ A Mileage Log that calculates your allowance automatically using HMRC's mileage rate

✅ A Tax Summary tab that totals everything and gives you a running estimate of what to set aside

✅ Built around the actual UK tax year (6 April–5 April), not the calendar year

✅ Works in both Google Sheets and Excel — desktop, browser, or mobile

✅ Includes a full Instructions tab and an example row in every sheet, so you're never starting from a blank page

Who it's for: Freelancers, contractors, and sole traders in the UK who want a simple, no-frills way to stay on top of their books without paying for full accounting software.

Not included: this isn't accounting software and doesn't replace HMRC's own guidance or an accountant — think of it as your simple, always-up-to-date running total.

Format: Instant digital download (.xlsx file, works in Excel and Google Sheets)

This spreadsheet is a bookkeeping and estimation tool, not tax advice. Always check current HMRC guidance or consult an accountant for your actual Self Assessment return.