Keep your freelance finances organized in one place. Freelance Finance Tracker is an Excel workbook designed to help freelancers record invoices, track paid expenses and review cash flow throughout the year.

The dashboard shows paid income, expenses and net cash flow for your selected year. It also displays outstanding invoices and a monthly income-versus-expenses chart. Enter a payment date when an invoice is paid so it appears in the income report.

WHAT YOU GET

• One blank Excel workbook for your own records

• One sample workbook with fictional data

• An invoice tracker with Draft, Sent and Paid statuses

• An expense tracker for business costs and fees

• A dashboard and a quick-start guide

HOW TO USE IT

Open the workbook, choose a reporting year and add your invoices and paid expenses. The dashboard summarizes the information you enter. Use the sample workbook to see examples before filling in your own records.

IMPORTANT DETAILS

The product contains XLSX files delivered in a ZIP. It is designed for Microsoft Excel; formulas, charts and dropdowns may behave differently in other spreadsheet apps.

Use one currency throughout the workbook. It tracks one full payment per invoice and does not support partial payments or currency conversion. Taxes, refunds and processing fees are not calculated automatically. You can record applicable fees as expenses.

The figures in the product images are fictional sample data. The workbook is a record-keeping tool and does not replace professional accounting advice.

LICENSE

You may use the workbook for personal or business purposes. Reselling or redistributing the workbook itself is not permitted.