Freelance Income Tracker | Income & Expense Spreadsheet

Invoices, payments, expenses, and monthly profit in one place — plus a quarterly tax set-aside planner for US freelancers.

What's inside

• Client list with rate, payment terms, and totals invoiced, paid, and outstanding
• Invoice log (400 rows) with paid date and automatic unpaid/overdue status
• Business expense log (500 rows) with categories and a receipt check
• Monthly profit on a cash basis (counted when you're paid)
• Tax set-aside % you choose, with editable US quarterly estimated-tax due dates
• Dashboard with year-to-date totals, outstanding invoices, top 5 clients, and monthly profit charts

Perfect for

Freelancers, contractors, and side hustlers who want income and expenses organized.

What you get

• One .xlsx file that works in Microsoft Excel 2016+ and Google Sheets
• A quick-start PDF guide
• A built-in Start Here tab with step-by-step instructions and example data you can clear

How it works

1. Buy the template.
2. Get your instant download link on the order confirmation page and in your email.
3. Open the .xlsx in Excel, or upload it to Google Drive and open it with Google Sheets.

Digital product — no physical item will be shipped. Personal use only. A tracking tool, not tax advice — rates and categories are editable inputs; consult a tax professional.
everything4notion is not affiliated with Notion Labs, Inc., Google or Microsoft.