Net worth
Net Worth Tracker
Log your accounts once a month and watch your net worth (assets minus debts) trend over time.
Freelance
Freelancer Income & Expense Tracker
Log client payments and expenses, and see how much to set aside for tax each quarter.
USD 9 one-time Coming soon- Works in Excel + Google Sheets
- Any currency
- Instant download
- Secure checkout by Lemon Squeezy
Or get it with five more in the bundle for USD 19.
Who it's for
- You freelance or run a side business and income arrives unevenly.
- You want to know how much of each payment is really yours after expenses and tax.
- You'd like deductible expenses already totalled by category at tax time.
How it works
Buy and get your download link by email straight away.
Open the .xlsx in Excel, or upload it to Google Drive and open with Google Sheets.
On the Setup tab, enter your tax set-aside rate, your clients or income sources, and your expense categories.
What's inside
Dashboard
Income, expenses, net income, tax set-aside and real take-home for the year, plus a month-by-month chart.
Quarterly breakdown
Income, expenses and tax set-aside for each quarter, useful for estimated tax payments.
Deductible expense list
Every tax-deductible category totalled for the year.
Transactions log
Date, category from a dropdown, amount. Income vs expense and deductible status fill in automatically.
Setup
Your own tax set-aside rate, up to 8 income sources and 15 expense categories.
Works in Microsoft Excel (Windows, Mac, web) and Google Sheets. No macros or add-ons. Use any currency. Example rows are clearly marked so you can delete them.
Questions
What tax rate should I use?
That's up to you. It should combine your income tax and any self-employment or social-security tax, which vary by country and income. The sheet does the arithmetic; check your rate with a tax professional or your local tax authority.
Does it file my taxes?
No. It tracks income and expenses and estimates how much to set aside. It doesn't prepare or file a return.
Does it work in Google Sheets?
Yes. Upload the .xlsx file to Google Drive and choose "Open with Google Sheets". Formulas, dropdowns and charts work. You need a free Google account.
Which currency does it use?
Any. Amounts are plain numbers, so use whatever currency you earn and spend in.
How do I get the file?
Right after checkout you get a download link by email. Checkout is handled by Lemon Squeezy.
What if something doesn't work?
Email me. I'll help you fix it, and if I can't, I'll refund you.
Is this financial advice?
No. It's a planning and tracking tool based on the numbers you enter.
Get it in the bundle
Freelancer Income & Expense Tracker is one of the six spreadsheets in Money Reset 2027. If more than one part of your money needs attention, the bundle costs less than buying three separately.
- Bought separately
- USD 44
- Bundle price
- USD 19
- You save
- USD 25 (57%)
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