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Business · Plainwork
Freelancer & Small Business Finance Tracker (Excel)
Income, expenses, invoices, monthly P&L and a live dashboard in one workbook.
One-time price, VAT includedExcel and Google SheetsDownload link by email
Try it
Use the real workbook before you buy.
Open the actual sheets of this file, see what each yellow area does, and change the key number to see what the workbook calculates.
Explore a preview with sample inputs. The downloadable workbook is the full product.
What you get
Built, tested, ready to use.
- Income log with client and category drop-downs, a default VAT rate, gross and an automatic Paid / Unpaid / Overdue status
- Invoice generator: pick an invoice number (each listed once) and every line is pulled in on a printable one-page layout with your bank details
- Expenses log with VAT, receipt links, a deductible flag that feeds taxable profit, and 12 editable categories
- Monthly P&L in fiscal-year order (any start month) with expenses by category, profit, margin, mileage deduction, taxable profit and a yearly tax set-aside
- Dashboard with revenue, expenses, profit, margin, unpaid and overdue totals, top 5 clients and a revenue chart
- Clients sheet with invoiced, paid, unpaid and overdue balance per client, plus an optional mileage log
In the download
- freelancer-finance-tracker.xlsx - workbook with 9 sheets (Start here, Settings, Dashboard, Income, Expenses, Clients, Invoice, Monthly P&L, Mileage log)
- README.txt - quick start and Google Sheets notes
- LICENSE.txt - licence terms
Personal or business use. Not for resale. Refunds: see our refund page.