Business spreadsheets
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Freelancer Income & Expense Tracker
Know what you earned, what you spent and what to set aside for tax.
Secure checkout by Lemon Squeezy
- 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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