All templates · Business & Finance · Freelance Income & Expense Tracker
SHEETHARBOR A2 KNOW WHAT EACHCLIENT PAYS Freelance income, expenses and tax reserve EXCEL 2010+ · GOOGLE SHEETS · WPS $19
Inside this file: 5 tabs: Start Here, Entries, Dashboard, Tax Reserve, Lists

Freelance Income & Expense Tracker

Know what each client really pays you - and how much of it isn't yours.

$19$27Save $8Launching soon
Checkout opens shortly. Email us with the product name and we will send it the day it goes live.
  • Instant download — nothing ships
  • 1 Excel file (.xlsx), works in Excel 2010+, Google Sheets and WPS
  • Sample data and a Start Here tab included
  • Single-user license — buy once, keep forever
  • Questions? hello@sheetharbor.com

Freelancing pays in lumps. Taxes arrive in one. This tracker shows both sides at once.

What's inside

BY-CLIENT INCOME SUMMARYEvery entry is tagged to a client, so you can see who is worth keeping: total invoiced, total received, last payment date, and share of your income. The awkward conversation ("am I actually making money on this client?") gets an answer.
TAX RESERVE, CALCULATEDSet your reserve rate once and the workbook tells you how much of everything you have earned belongs to the tax office, and how much is genuinely yours to spend. No more guessing in April.
ONE ENTRY TABDate, client, income or expense, category, amount, note. That is the whole job. Dashboard, client summary and reserve all read from that single sheet.
BUILT FOR REAL FREELANCE PATTERNSUneven months, several clients, mixed income and expenses, a running net that never goes backwards by accident.

Who it's for

Freelancers, contractors and solo consultants who invoice a handful of clients and file a self-employed return.

How it works

  1. Add your clients and pick a tax reserve rate.
  2. Log money in and money out - one row each.
  3. Read the dashboard: net income, reserve owed, what you can actually spend.

What you get

  • 1 Excel file (.xlsx) – Excel 2010+, WPS and Google Sheets
  • 5 tabs: Start Here, Entries, Dashboard, Tax Reserve, Lists
  • 20 sample entries across 5 clients and 7 expense categories
  • Single-user license – instant download

Pairs well with