Stop guessing what you actually earned this year.
One spreadsheet that tracks your income, expenses, unpaid invoices, and what to set aside for quarterly taxes. You type the numbers. It does the rest.
- One-time payment
- No subscription
- Yours forever
Sound familiar?
Three questions most freelancers can’t answer on the spot.
“How much did I make this year?”
Your income is scattered across invoices, bank alerts, and a payment app. Adding it up means an evening you don’t have.
“What should I set aside for taxes?”
You picked a number that felt safe. Come the quarterly deadline you find out whether you guessed high or low.
“Who still hasn’t paid me?”
An invoice went out weeks ago and quietly went unpaid. Nothing told you, because nothing was watching.
Try the math
What would you owe next quarter?
This is the same calculation the Tax Estimator sheet runs on your real numbers. Drag the sliders to see it work.
A rough guide, not tax advice — confirm your own rate with an accountant. The template lets you set any rate you like.
Set aside each quarter
$2,940
so the deadline is never a surprise
What’s inside
Seven linked sheets. Nothing to wire up.
Every tab feeds the next one. Log a payment once and the dashboard, the tax estimator, and the invoice tracker all update themselves.
Dashboard
Paid income, expenses, net profit, outstanding invoices, and your suggested tax set-aside — plus monthly and by-category charts that redraw automatically.
Income log
Every payment with client, invoice number, category, and a Paid / Pending status so nothing counts before the money actually lands.
Expense log
Categorised spending with a deductible flag, so tax time is a filter rather than an archaeology project.
Invoice tracker
Overdue invoices flag themselves and count the days for you. You stop finding out a month late that someone never paid.
Quarterly tax estimator
Quarterly profit multiplied by your own set-aside rate, alongside the typical US estimated-tax due dates for reference.
Settings
Your business name, tax year, and set-aside rate — plus every category dropdown, fully editable to match how you actually work.
Start Here
A five-minute setup walkthrough and a colour legend. You never have to open a formula, and nothing breaks if you don’t.
How it works
Set up once, in about five minutes.
Step one
Enter three settings
Business name, tax year, and the percentage you want to hold back for taxes. They’re the yellow cells — the only ones you ever need to touch.
Step two
Clear the sample rows
Realistic example data ships with it so you can see the shape of everything, then delete it and start logging your own.
Step three
Log as you go
Money in, money out, invoices sent. Roughly a minute a week — and the dashboard stays current on its own.
Get it now
One file. One payment. Yours forever.
Freelancer Finance Tracker — Bookkeeping, Invoices & Tax Spreadsheet (Excel + Google Sheets)
- Seven linked sheets, 200 pre-formatted rows each
- Auto dashboard with monthly & category charts
- Invoice tracker with automatic overdue flags
- Quarterly tax estimator with editable rate
- Works in Excel; imports to Google Sheets
- Sample data included, delete when ready
Instant download · 46.1 KB .xlsx · no account or subscription needed
Questions
Before you buy
Does this work in Google Sheets?
Do I need to know spreadsheet formulas?
Is this tax advice?
Will it work outside the US?
How many entries does it hold?
Is it a subscription?
Know your numbers by the end of the day.
Five minutes to set up, a minute a week to keep current, and no more guessing at what you earned or what you owe.
Get the tracker — $19