Freelancer Tracker

Income by client, expenses by category and quarterly estimated taxes — sorted.

Designed for clear, calm planning
Protected formulas · no macros
Light & Dark · EN/ES/FR/DE

Coming soon

This template is not available yet. The Wedding Planner Premium for Microsoft Excel is available now.

See the Wedding Planner

Built for Microsoft Excel
Clear setup instructions included

Microsoft Excel

See income by client and category
Get a rough quarterly tax estimate to set money aside

For personal use only. This is a digital spreadsheet template — no physical product is shipped. Charts may render slightly differently in Apple Numbers.

Any tax figures are planning estimates only and are not tax, legal or financial advice. Always confirm with a qualified professional before filing.

What's included

Dashboard

Income

Expenses

Monthly Summary

Quarterly Taxes

Tax Summary

Goals & Projections

Instructions

Video walkthrough

A product video is on the way — this is a preview clip.

How it works

Log invoices and expenses
The estimate tab gives a rough quarterly tax set-aside

Who it's for

Freelancers and solo self-employed

Specifications

Format	Microsoft Excel (.xlsx)
Delivery	Instant digital download
Tabs / sections	8 sheets
Example data	Included — type right over it
Instructions	Step-by-step, inside the file
License	Personal-use license

Questions & answers

Is the tax figure accurate for filing?

It's a planning estimate only, not tax advice — always confirm with a qualified tax professional before filing.

What do I get and how?

An instant digital download — no physical item. After checkout you can download the spreadsheet file straight away and open it in Microsoft Excel.

Can I edit it?

Yes. Editable planning fields are clearly marked, while formulas and calculated areas are protected to help prevent accidental changes. Licensed for personal use.