Freelancer Finance Kit: Invoice, Time, Tax & Rate Spreadsheet (Excel + Google Sheets)

Run the money side of your freelance business from one workbook: clients, hours, invoices, tax set-aside and rates. Excel and Google Sheets. Setup guide PDF and setup video included.

Invoices, time, taxes and rates in one workbook

Track clients, log hours, send invoices, see what’s overdue, set money aside for taxes and work out what to charge. The tabs are linked, so you enter things once.

What’s inside

• Start Here: currency, year, tax %, income target, business details for invoices
• Clients: rate, hourly or project, terms, totals billed and outstanding
• Time Log: hours by client with billable amounts filled in
• Invoices: due date, status and days late calculated automatically
• Income & Expenses with 20 freelancer categories
• Tax Set-Aside: monthly set-aside and quarterly reminders
• Rate Calculator: minimum hourly rate, day rate and project prices
• Dashboard with charts, and a printable Invoice Template

Also included

• Setup Guide PDF with screenshots, tips and troubleshooting
• Setup video: watch on YouTube

Tax figures are planning estimates, not tax advice. Digital download.

Also on Etsy.