Freelancer Finance Tracker

A freelance income tracker that knows exactly where your money goes — and how much to set aside for tax. No formulas to build, no setup beyond typing one tax rate.

Income log — clients, projects, invoice numbers, paid / unpaid / overdue status
Expense log — nine sensible categories with dropdowns, doubling as a small business expense tracker
Automatic dashboard — monthly income, expenses, profit and a chart
Tax set-aside — set your % once, see what to reserve each month
Awaiting payment — one number showing every unpaid invoice

Get it for $9 →

PDF · US Letter + A4 · Instant download

Instant download · Excel, Google Sheets, LibreOffice & Numbers · Secure checkout via Gumroad

Freelancer Finance Tracker dashboard preview with income, expense and profit tiles

See inside the workbook

This is the Dashboard sheet — it fills in automatically as you log income and expenses. Nothing to build.

Freelancer Finance Tracker.xlsx — Dashboard

Income (YTD)$48,200

Expenses$11,940

Profit$36,260

Set aside for tax$9,065

Monthly profit · Jan–Aug

Date	Client	Invoice	Amount	Status
Aug 02	Northwind Studio	#1042	$3,200	Paid
Aug 09	Rivera & Co.	#1043	$1,850	Unpaid
Aug 15	Lumen Labs	#1044	$4,500	Overdue

Income, Expenses and Settings sheets use dropdowns and pre-built formulas — the dashboard and tax number update instantly.

How it works

1. Set your tax rate

Open Settings and enter the share of profit you want to reserve for taxes (25–30% is a common starting point).

2. Log as you go

Ten minutes a week: record payments in Income, costs in Expenses. As a self employed expense tracker the dropdowns keep categories consistent all year.

3. Read the dashboard

Monthly income, expenses, profit, tax to set aside and unpaid invoices — all computed automatically.

Try the free printable income tracker first

The paid tracker above is the full spreadsheet, with formulas and a live dashboard. This is a free one-page printable version — no formulas, just a page to write income on, free, no email required.

Download US Letter (PDF) Download A4 (PDF)

PDF · US Letter + A4 · Instant download

Questions

Does it work in Google Sheets?

Yes. Upload the file to Google Drive or use File → Import in Sheets. All formulas, dropdowns and the chart carry over.

Is this a subscription?

No — one payment, the file is yours forever. Use one file per tax year.

Will the tax number match my tax bill?

It's a set-aside estimate based on the percentage you choose, designed to stop nasty surprises. Always confirm rates with your local tax rules or an accountant.

How many entries does it hold?

400 rows each for income and expenses per file — plenty for a year of freelancing.

Freelancer Finance Tracker

See inside the workbook

How it works

Try the free printable income tracker first

Questions

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