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Excel Templates

Freelancer Finance OS — Income, Expenses, Invoices, Clients & Tax Tracker (Excel Template)

$3.00

What you get: 1 file · 87.27 KB · XLSX

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Product description

Freelancer Finance OS is a complete Excel workbook for freelancers and one-person businesses: track income and expenses, manage invoices and clients, and estimate taxes — all in one file.

WHAT'S INSIDE (10 sheets):

- Dashboard with year selector and charts

- Income and Expenses trackers with input validation

- Invoice manager: subtotal and tax rate in, tax amount, total, outstanding balance and aging calculated automatically, with overdue highlighting

- Client manager with per-client income summary

- Tax estimate sheet (annual and monthly) with adjustable rates in Settings

- Beginner-friendly Guide and a Cover sheet

DETAILS:

- No macros, works in Excel 2016 and newer

- Formula cells are locked and sheets protected (no password) so calculations can't break by accident

- Yellow cells are the only inputs; add rows without breaking calculations

- Includes realistic fictional sample data (18 income, 17 expenses, 10 invoices, 8 clients) so you can see it working before entering your own numbers

You get an instant-download .xlsx file.

What you get

1 file · 87.27 KB

  • Freelancer-Finance-OS.xlsxXLSX · 87.27 KB

Included in Getly ProGet Pro

LicenseCommercial use allowed
PublishedOct 25, 2026
File size87.27 KB
File formatXLSX
Versionv1.0
R
RubyTemplates

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product - you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Yes. Commercial use is allowed: use it in your own business and in things you sell. You may not resell or redistribute the file itself.

What's your refund policy?

You can request a refund within 30 days. If something isn't right, request it from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download 1 file - XLSX - 87.27 KB in total.

Do I get free updates?

Yes - when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$3.00