Freelancer Finance Planner

Freelancer Finance Planner — Invoices, Expenses and Tax — Sorted.

Freelance income is lumpy — this planner keeps it honest. Track every invoice and its status, log business expenses, set your tax set-aside rate once, and see your real net position calculated automatically. Comes pre-filled with example invoices and expenses so you can see it working — type your own over them.

What's inside

• Income tracker — client, invoice, date, amount and Paid/Due status with automatic paid vs due totals
• Business expense tracker with 40 rows and automatic total
• Tax set-aside sheet — set your % once, the amount to park calculates from your income
• Monthly summary: income, expenses, tax set-aside and what is truly yours
• Pre-filled example invoices and expenses included — see how it works, then type over
• Works in Excel, Google Sheets and LibreOffice
• Printable A4 PDF version included

How it works

Open the spreadsheet in Excel, Google Sheets or LibreOffice. Fill in the gold input cells — every total, balance and percentage calculates automatically. It comes pre-filled with example data so you can see exactly how it works — just type over the examples with your own numbers. Category and status columns have dropdown menus, and key columns colour-code themselves as you type. Prefer paper? A print-ready A4 PDF version is included.

Specifications

• Format: XLSX (live formulas) + printable PDF + read-me
• Works in: Excel, Google Sheets, LibreOffice
• Currency: ₹ by default — switch to any currency in one step (Format Cells)
• License: full rights — use, edit, rebrand & resell
• Updates: free for life

Full rights

Sold with full rights: use it personally or with clients, edit anything, and even rebrand and resell it — keep 100% of the income, no attribution required. Customise before reselling (marketplaces reject identical duplicates).

Please note

A personal organisation tool, not financial advice. Digital download — delivered instantly, so all sales are final; future updates are free.