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Business spreadsheets
Freelancer Income & Expense Tracker

Freelancer Income & Expense Tracker

Know what you earned, what you spent and what to set aside for tax.

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  • Includes EN, AZ, TR and RU versions
  • Instant download after payment
  • 14-day refund
Format
Excel file (.xlsx)
Works with
Excel 2016+, Microsoft 365, Google Sheets

What's inside

Log income and expenses once, and the monthly summary and dashboard update by themselves. Unpaid invoices are highlighted, and the tax set-aside is calculated from your own rate.

  • Income log with client, project, invoice number, amount, paid status and payment date
  • Expense log with a category dropdown fed by your own category list (up to 20)
  • Monthly summary for the chosen year: income, expenses, profit, deductible expenses, tax set-aside and running profit
  • Tax set-aside estimate based on your own percentage of monthly profit after deductible expenses
  • Dashboard with year-to-date income, expenses, profit, margin, tax to set aside and unpaid invoices
  • Monthly income vs expenses column chart and an expenses-by-category table
  • Unpaid invoices highlighted, negative profit shown in red, room for 500 rows per sheet

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