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 · example and blank copies · download link by email
Who it is for
Freelancers and solo consultants who want a clear running picture of income, costs and what is left.
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
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting 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.
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).
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