Freelancer Money Kit: Invoice Tracker, Quote Template, Expense Log (PDF + Spreadsheet)

Quote, invoice, get paid and set money aside for taxes — five calm steps for people who work for themselves.

Most freelancers do not struggle with the work. They struggle with the money: unclear quotes, late invoices, no tax saved. The KUF Freelancer's Money Kit gives you the checklist and the sheets for every step — a client list, a quote tracker, an invoice tracker, an expenses log and a monthly tax pot — in plain language, for any country and any currency.

✦ WHAT'S INSIDE THE PRINTABLE PDF (13 pages)
• Five steps, 39 points to tick: Before you say yes · Quote and agree · Invoice properly · Get paid on time · Keep your money safe
• Clients — everyone you work for, in one place
• Quotes — what you offered, to whom — and what they said
• Invoices — every invoice, until the money is in your account
• Expenses — what the work costs you — with the receipt
• Tax pot — money that is not yours to spend
• US Letter, prints perfectly on A4

✦ WHAT'S INSIDE THE SPREADSHEET
• Start — a short how-to guide; your progress fills in by itself
• Checklist — tick what is done, add your notes
• Clients — everyone you work for, in one place
• Quotes — what you offered, to whom — and what they said; the totals are calculated for you
• Invoices — every invoice, until the money is in your account; the totals are calculated for you
• Expenses — what the work costs you — with the receipt; the totals are calculated for you
• Tax pot — money that is not yours to spend; the totals are calculated for you

✦ WHY YOU'LL LOVE IT
• Made for people who work for themselves — in plain language, no accounting jargon
• Works anywhere in the world, in any currency
• Works in Microsoft Excel and in Google Sheets (free)
• Automatic totals — no formulas to write
• A calm, elegant design — olive, burgundy and brass

✦ WHAT YOU GET
• 1 printable PDF — KUF Freelancer Money Kit - Printable
• 1 spreadsheet (.xlsx) — KUF Freelancer Money Kit
• Instant download after purchase

✦ REQUIREMENTS
• PDF: any PDF reader and a printer (or fill it in on a tablet).
• Spreadsheet: Microsoft Excel (2016 or newer / Microsoft 365), Excel for the web, or Google Sheets (free). For Google Sheets: upload the file to Google Drive and open it with Google Sheets.

✦ PLEASE NOTE
• This is a digital product — nothing will be shipped.
• For personal use only. Please do not share or resell the files.
• This is general guidance, not tax, accounting or legal advice. Rules about invoices, VAT and taxes differ from country to country — check them locally or ask an accountant.

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