Templates › Freelancer Income & Expense Tracker

Freelancer & self-employed income and expense tracker

Name: Freelancer Income & Expense Tracker with Tax Set-Aside
Brand: Tidy Sheets
Price: 6.99 USD
Availability: InStock

Tidy Sheets' Freelancer Income & Expense Tracker is a freelancer income and expense tracker spreadsheet for Google Sheets and Excel: self-employed income, expenses, mileage and a tax set-aside. Price: $6.99. You get the blank template, an example copy and a printable PDF pack.

$6.99 · Google Sheets + Excel (.xlsx) · printable PDF

Buy on Whop · $6.99

One-time purchase, no subscription. Checkout is on Whop; the files are in your Whop library straight after payment, and the download stays open for 12 months.

What it does

Invoices: paid, unpaid and overdue at a glance
Expenses by category, month and quarter
Mileage log at your own rate per mile or km
Set-aside % of profit for tax (you choose the %; not tax advice)
Works in Google Sheets and Excel; any currency

Freelancer Income & Expense Tracker screenshot with made-up example data — Real screenshot of the template, filled with made-up example data.

What a freelancer needs to track

Invoices: sent, paid and unpaid, with overdue ones flagged using your payment terms.
Expenses: by category (software, equipment, travel, fees...) so totals are ready at tax time.
Mileage: distance times the rate you choose per mile or km.
Tax set-aside: a percentage of profit you move to a separate account each month.

Choosing a set-aside percentage

The template does not calculate tax. You type the percentage you want to put aside, and it shows the amount per month and quarter. The right percentage depends on your country, income and deductions; your tax authority's guidance or an accountant can tell you. This is a record-keeping tool, not tax advice.

A 10-minute weekly routine

Add any invoices you sent and mark the ones that were paid.
Add expenses from your bank or card statement.
Log trips. Check the Dashboard for unpaid and overdue invoices.

What's inside

Start Here
Dashboard (month + quarter)
Setup (tax set-aside %, payment terms, mileage rate)
Clients
Income / invoices (paid, unpaid, overdue)
Expenses by category
Mileage log

Tested before listing

Recalculated in LibreOffice with zero formula errors, and the example numbers were re-computed independently in Python and matched (50 of 50 checks across the line, 2026-10-14).

Last updated 2026-10-14.