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Freelance Budget & Income Tracker | Excel & Google Sheets — Income, Expenses, Tax & Savings Dashboar

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Description

Freelancing pays well — until tax season reminds you that you never set anything aside. 😅

If your income lives across random invoices, different clients, and a dozen payment dates, it's almost impossible to answer simple questions: How much did I actually make this month? How much do I owe in tax? Am I hitting my goal?

This Freelance Budget & Income Tracker turns that mess into one clear picture. Log a payment, log an expense, and watch your dashboard update instantly — total income, net profit, tax to set aside, and progress toward your monthly goal.

No complicated setup. No accounting degree. Just type and go.

✨ Why freelancers love it

  • Automatic tax set-aside — tells you exactly how much to save from every payment, so tax season is never a surprise.
  • Net profit, calculated for you — income minus expenses, always up to date.
  • Monthly income goal tracker — a visual progress bar that keeps you motivated.
  • A dashboard that does the work — totals and charts update the moment you add a row.
  • Simple data entry — pick projects from a dropdown, and double-click any date to choose from a calendar.

📂 What's included

  • Freelance Budget & Income Tracker (Excel .xlsx)
  • Works in Google Sheets too — use whichever you prefer
  • 6 ready-to-use tabs: Start Here, Setup, Income Log, Expenses Log, Dashboard, Tax & Savings
  • 1,000 pre-built rows with formulas already in place
  • Step-by-step PDF User Guide
  • Quick-start Read Me + license terms

⚙️ How it works — in 3 steps

  1. Open the Setup tab and enter your tax rate, income goal, and projects.
  2. Log your income and expenses as they happen.
  3. Open the Dashboard and see everything at a glance.

💻 Works with

Microsoft Excel (2016 or newer) and Google Sheets. Desktop or cloud — your file, your data, nothing shared anywhere.

📌 Instant download

This is a digital product — you'll get your files immediately after purchase.

Please note: The tax set-aside figure is an estimate to help you plan; always confirm your actual tax obligations with a qualified professional.


Ready to see where your freelance money actually goes? Add it to your cart and get organized in the next 5 minutes.

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