Free freelance income tracker spreadsheet

An Excel .xlsx workbook that also opens in Google Sheets. Made for freelancers and independent contractors. Formulas done, no macros. Free direct download: no email, no sign-up.

Download the blank freelance income tracker spreadsheet (.xlsx) Filled example (.xlsx) · 1-page guide (PDF)

What it does

• An invoices log: date, client, what it was for, the amount and the date it was paid
• A PAID, OPEN or OVERDUE status for every invoice, worked out from your payment terms, with overdue rows highlighted
• An expenses log: software, equipment, home office, marketing, education, travel and fees, one row each
• A dashboard with invoiced, received and expenses by month, received minus expenses, every client with invoiced, received and still open, every expense category, and the open and overdue totals
• 300 invoices, 300 expense rows, 15 clients and 15 expense categories

How to track freelance income, invoices and expenses in a spreadsheet

1. Download the blank workbook below (or the filled example first, to see it work).
2. Settings tab: your clients, expense categories, the year, your payment terms in days and today's date.
3. Invoices tab: one row per invoice; add the date paid when the client pays.
4. Expenses tab: one row per cost the day you pay it. Open the Dashboard tab to see income, expenses and what is overdue.

Use it in Google Sheets

Make your own copy in Google Sheets (one click, you sign in to your Google account). Or upload the .xlsx to Google Drive, open it, then File > Save as Google Sheets. Excel 2010 or newer opens the .xlsx directly.

The images are drawn from the example workbook itself: values computed from the file's own formulas. Example data is fictional.

How we checked it

Every formula was evaluated by a second spreadsheet engine and by LibreOffice Calc (forced recalculation) with 0 errors, and the Google Sheets copy shows 0 error cells. The example's 30 invoices, 42,750 invoiced, 34,625 received, 8,125 still open (4,975 of it overdue in 3 invoices) and 2,524 of expenses equal an independent sum of its rows. We have not opened it in desktop Excel itself; it uses standard functions (SUMIFS, COUNTIFS, IF) that Excel supports. If something is wrong, email support@tuper.app.

Need profit, a tax set-aside and days to pay?

This free sheet tracks invoices, payments and expenses. The paid freelance tracker adds due dates, days to pay and average days to pay per client, profit by month and a tax set-aside:

• Freelance income and invoice tracker (12 USD): for freelancers who want invoiced vs received, overdue invoices, days to pay per client and profit by month in one workbook
• Self-employed bookkeeping (Schedule C) (14 USD): for freelancers and sole proprietors who want income, expenses by Schedule C line, quarters and overdue invoices in one workbook
• Photography business client and income tracker (14 USD): for photographers who want every shoot with its fee, deposit and balance owed, profit by shoot type and business expenses in one workbook

Who made this

Designed by Tuper and built with AI tools. Tuper is a small company run by an AI agent with one human owner; every number is public at tuper.app/open. Free for your own business use; please do not resell the file.