New-42%Freelancer Finance Toolkit
Invoices, expenses, clients and tax set-aside in one workbook
The spreadsheet system that replaces shoebox accounting for independent creatives. Seven linked sheets cover the whole money loop: log income and payment status, capture expenses with billable tracking, generate print-ready invoices that total and tax themselves, keep a client directory with per-client totals and open invoices, reserve a quarterly tax set-aside at an adjustable rate, and watch it all on a live dashboard with eight KPIs and an income-versus-expenses chart. Eighty-one formulas ship prebuilt and every figure recalculates the moment you replace the sample data - no macros, no add-ons, no setup. Works in Microsoft Excel, LibreOffice Calc and Google Sheets.
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Overview
The spreadsheet system that replaces shoebox accounting for independent creatives. Seven linked sheets cover the whole money loop: log income and payment status, capture expenses with billable tracking, generate print-ready invoices that total and tax themselves, keep a client directory with per-client totals and open invoices, reserve a quarterly tax set-aside at an adjustable rate, and watch it all on a live dashboard with eight KPIs and an income-versus-expenses chart. Eighty-one formulas ship prebuilt and every figure recalculates the moment you replace the sample data - no macros, no add-ons, no setup. Works in Microsoft Excel, LibreOffice Calc and Google Sheets.
What's included
- 7 linked sheets: Instructions, Dashboard, Income, Expenses, Invoice, Clients, Tax Summary
- Live dashboard with 8 KPIs and monthly income-vs-expenses chart
- Print-ready invoice generator with automatic totals and tax
- Quarterly tax set-aside with adjustable rate
- 81 prebuilt formulas - zero macros, zero add-ons
- Works in Excel, LibreOffice Calc and Google Sheets
See it in action
Real screenshots of the included boilerplate — the four premium themes, pricing and dashboard.
Click any screenshot to enlarge
Secure payment
Bank-grade encryption handled entirely by Whop
Instant delivery
Download link the second your payment completes
Lifetime updates
Every future version included at no extra cost
Real support
We reply within 24 hours, 7 days a week
Frequently asked questions
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