Freelancer Money Bundle, Client Invoice and Irregular Income Budget Spreadsheets for Solo Workers

Freelancer invoice tracker and irregular income budget in one Excel bundle: see unpaid invoices, hours, profit and months of buffer cover.

What you get
- 1 download with 2 separate Excel workbooks (.xlsx) and a 1-page Quick Start PDF in English
- Workbook 1, Freelancer Dashboard (the work side): 9 tabs (Instructions, Settings, Clients, Projects, Invoices, Time_Log, Expenses, Monthly, Dashboard). Track clients, projects, invoices, hours and business expenses. See which invoices are paid, open, due soon or overdue, how old your unpaid money is, what you received per hour and your profit by month. Part payments and credit notes are covered. Room for 400 invoices, 1,000 time entries, 20 clients and 100 projects.
- Workbook 2, Budget Planner for Irregular Income (the money side): 7 tabs (Instructions, Settings, Plan, Income, Expenses, Monthly, Dashboard). Set a baseline income you aim for, keep a buffer, put a share of each payment aside (your own percentage) and compare plan with actual. Shows buffer and months of cover, counts lean months, 12 categories.
- Made-up example data in both workbooks, marked as example

How it works
1. Open a workbook in Excel and read the Instructions tab.
2. Delete the example data and enter your own rows: invoices and hours in the Dashboard workbook, income and spending in the Budget workbook.
3. Set a report date in Settings. Type a date or =TODAY(). Statuses and totals update by themselves.
4. The two workbooks do not link to each other. You enter your data in each one.

Format
- Digital download, 2 Excel workbooks plus 1 PDF in one ZIP. Nothing is shipped.
- Built for Excel. Works in Excel and Google Sheets. No macros.
- The two workbooks are the same files that are also offered separately in this shop. If you already own both, you do not need this bundle.

Please note
- Not modelled: taxes and VAT of any kind (set-aside is only your own percentage), invoice documents (the Dashboard does not create invoices), multiple currencies, payroll, recurring invoices, bank import, debts with interest.
- Planning and record-keeping aids only. This is not financial, tax, accounting or legal advice. Check your figures and your local rules.
- Microsoft Excel is a trademark of its owner. Size Run Studio is not affiliated with or endorsed by Microsoft.
- Google Sheets is a trademark of its owner. Size Run Studio is not affiliated with or endorsed by Google.
- No refunds on digital files, but message the shop on Etsy if something does not work and we will help.
- Licence: for your own use. Do not resell, share or redistribute the files.