Excel workbook
Freelancer Income Tracker: Excel Workbook for Income, Expenses and Tax Set-Aside
Record each payment and expense and see monthly net, a tax set-aside at the percentage you choose, and how much of your income comes from each client.
$19 one time · 14-day full refund · example and blank copies · download link by email
Buy now, $19 Try the free starter
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Browse the storeWho it is for
Freelancers and solo consultants who want a clear running picture of income, costs and what is left.
Not the right fit if
You want an exact tax figure: the set-aside is a percentage you choose, not a calculation of what you owe.
Why it is different
- The set-aside percentage is yours to choose, with a reminder to ask a tax professional.
- The client tab shows when one client is too large a share of income.
- A filled example and a blank copy with working formulas.
What is inside
- Setup. Your set-aside percentage and monthly income goal.
- Income. One row per payment received, with the set-aside worked out.
- Expenses. Business costs by category.
- Monthly summary. Income, expenses, net, set-aside, what is left and year-to-date.
- By client. Total received and share of income per client.
A look inside
Example data, real formulas
Get it
Freelancer Income Tracker
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Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. Tracks your numbers only. It is not tax, legal or accounting advice, and the set-aside is an estimate you choose, not a calculation of what you owe. Ask a qualified professional about your taxes. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Freelancer Income Tracker as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
It is not tax, legal or accounting advice, and the set-aside is an estimate you choose, not a calculation of what you owe. Ask a qualified professional about your taxes.
Is it the right fit for me?
It is made for freelancers and solo consultants who want a clear running picture of income, costs and what is left. Skip it if you want an exact tax figure: the set-aside is a percentage you choose, not a calculation of what you owe.
Free starter
Try a free one-tab version first
A small working Excel file with the same kind of math, filled with made-up example numbers you can type over. We send one confirmation email, and no series follows.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
Buy it with the others
Bundle
Freelancer Launch Bundle
This product plus 3 more, in one download.
$89 instead of $126 separately
Bundle
Side-Hustle Tax Bundle
This product plus 3 more, in one download.
$55 instead of $91 separately
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