• Freelancer Bookkeeping Spreadsheet - Income, Expenses, Invoices, Mileage & Tax Hub for Google Sheets and Excel image 1
  • May include: A dark blue digital finance planner graphic titled WHAT'S INSIDE with 6 sheets including a dashboard for income and expenses, an income log, expense categories, invoice tracking, tax and mileage logs, and a setup guide.
  • May include: A dark-themed digital spreadsheet template titled SNEAK PEEK. It features a Freelancer Dashboard on the left and an Invoices table on the right, displaying financial data, client names, payment statuses, and totals in gold and dark gray.
  • May include: A dark blue informational graphic titled HOW IT WORKS, explaining a three-step process for a spreadsheet. It features yellow numbered circles and text detailing how to download, input data into yellow cells, and stay tax-ready.
  • Freelancer Bookkeeping Spreadsheet - Income, Expenses, Invoices, Mileage & Tax Hub for Google Sheets and Excel image 1
  • Product video
  • May include: A dark blue digital finance planner graphic titled WHAT'S INSIDE with 6 sheets including a dashboard for income and expenses, an income log, expense categories, invoice tracking, tax and mileage logs, and a setup guide.
  • May include: A dark-themed digital spreadsheet template titled SNEAK PEEK. It features a Freelancer Dashboard on the left and an Invoices table on the right, displaying financial data, client names, payment statuses, and totals in gold and dark gray.
  • May include: A dark blue informational graphic titled HOW IT WORKS, explaining a three-step process for a spreadsheet. It features yellow numbered circles and text detailing how to download, input data into yellow cells, and stay tax-ready.
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Freelancer Bookkeeping Spreadsheet - Income, Expenses, Invoices, Mileage & Tax Hub for Google Sheets and Excel

Item highlights

  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

Seller's description

Freelancing is the fun part. Chasing invoices, hunting receipts and guessing at quarterly taxes is not. The Freelancer Bookkeeping Hub puts your income, expenses, invoices, mileage and tax set-aside in one organized spreadsheet - built for freelancers and solopreneurs, with Schedule-C-style expense categories.

- DASHBOARD - total income, total expenses, net profit, outstanding invoices, estimated tax set-aside and mileage deduction, all pulled in automatically, plus total invoiced and total paid
- INCOME LOG - every client payment: date, client, description and amount, with an automatic total (18 rows ready to use)
- EXPENSES - every business expense with a category dropdown (Software, Equipment, Marketing, Travel, Home Office, Supplies, Fees, Other) and an automatic by-category summary powered by SUMIF, plus a grand total
- INVOICES - 10 invoices with amount, amount paid, balance owed and automatic Paid / Partial / Unpaid status, plus totals for invoiced, paid and outstanding
- TAX & MILEAGE - set your own tax rate and your estimated tax set-aside calculates itself from your real net profit; log business miles at your own rate per mile and your mileage deduction totals itself
- START HERE - a 5-step setup guide; up and running in minutes

WHAT'S INSIDE (6 sheets):
- START HERE - 5-step setup guide
- DASHBOARD - your whole freelance business at a glance, fully automatic
- INCOME LOG - client payments with automatic total
- EXPENSES - expense log with category dropdown and SUMIF category summary
- INVOICES - invoice tracker with balance and status formulas
- TAX & MILEAGE - quarterly tax set-aside calculator and mileage log

HOW IT WORKS: Download instantly, type in the yellow cells, everything calculates automatically. No spreadsheet skills needed - if you can type, you can run this.

WHAT YOU GET: 1 Excel file (.xlsx, 6 sheets), works in Microsoft Excel and Google Sheets. Instant download.

PLEASE NOTE: Digital download; no physical item ships. The file comes prefilled with sample freelance design and consulting work (sample clients, invoices, expenses and trips) so you can see every formula working - just type over it with your own business.

Organizer only - not tax advice. This hub helps you organize your freelance finances; talk to a qualified tax professional about your own situation.

FREQUENTLY ASKED QUESTIONS:

Q: I opened the spreadsheet in Google Sheets and it says "view only" - how do I edit it?
A: That happens with Google Sheets from time to time. Open the file, then in the top menu choose File, then Make a copy. The copy belongs to you and is fully editable. If it still won't open, try a computer or laptop instead of a phone, a different browser, make sure you're signed in to Google Sheets, and check that your Google Drive has space. Still stuck? Message me on Etsy and I'll help you sort it out.

Q: I can't download my purchase on my phone - what am I doing wrong?
A: Nothing - the Etsy app doesn't support downloading files. Open your browser (log out of the Etsy app first if it keeps redirecting you), sign in to Etsy, and download from your Purchases page on a mobile browser, or use a laptop or desktop. Once the file is saved you can open it on your phone any time.

Q: What exactly is a spreadsheet template?
A: It's a ready-made spreadsheet with all the formatting and formulas already built in. Download it, type in the yellow cells, and everything else calculates itself. Colors, headings and layout can be customized if you like, but you never need to touch a formula.

Q: Can I return or exchange my purchase?
A: Because this is a digital download, returns and exchanges aren't possible once the file has been downloaded - you'll always keep access to it in your Etsy account. If you bought it by accident and haven't downloaded it yet, send me a message and I'll take care of it.

Q: Is it available in other languages?
A: Right now the planner is in English only.

***This digital product has been created with the assistance of AI Tools, then refined by me, the seller***

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NowPrice:$23.98

Original Price: $34.26

30% off

•

Sale ends on October 31

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

Freelancing is the fun part. Chasing invoices, hunting receipts and guessing at quarterly taxes is not. The Freelancer Bookkeeping Hub puts your income, expenses, invoices, mileage and tax set-aside in one organized spreadsheet - built for freelancers and solopreneurs, with Schedule-C-style expense categories.

- DASHBOARD - total income, total expenses, net profit, outstanding invoices, estimated tax set-aside and mileage deduction, all pulled in automatically, plus total invoiced and total paid
- INCOME LOG - every client payment: date, client, description and amount, with an automatic total (18 rows ready to use)
- EXPENSES - every business expense with a category dropdown (Software, Equipment, Marketing, Travel, Home Office, Supplies, Fees, Other) and an automatic by-category summary powered by SUMIF, plus a grand total
- INVOICES - 10 invoices with amount, amount paid, balance owed and automatic Paid / Partial / Unpaid status, plus totals for invoiced, paid and outstanding
- TAX & MILEAGE - set your own tax rate and your estimated tax set-aside calculates itself from your real net profit; log business miles at your own rate per mile and your mileage deduction totals itself
- START HERE - a 5-step setup guide; up and running in minutes

WHAT'S INSIDE (6 sheets):
- START HERE - 5-step setup guide
- DASHBOARD - your whole freelance business at a glance, fully automatic
- INCOME LOG - client payments with automatic total
- EXPENSES - expense log with category dropdown and SUMIF category summary
- INVOICES - invoice tracker with balance and status formulas
- TAX & MILEAGE - quarterly tax set-aside calculator and mileage log

HOW IT WORKS: Download instantly, type in the yellow cells, everything calculates automatically. No spreadsheet skills needed - if you can type, you can run this.

WHAT YOU GET: 1 Excel file (.xlsx, 6 sheets), works in Microsoft Excel and Google Sheets. Instant download.

PLEASE NOTE: Digital download; no physical item ships. The file comes prefilled with sample freelance design and consulting work (sample clients, invoices, expenses and trips) so you can see every formula working - just type over it with your own business.

Organizer only - not tax advice. This hub helps you organize your freelance finances; talk to a qualified tax professional about your own situation.

FREQUENTLY ASKED QUESTIONS:

Q: I opened the spreadsheet in Google Sheets and it says "view only" - how do I edit it?
A: That happens with Google Sheets from time to time. Open the file, then in the top menu choose File, then Make a copy. The copy belongs to you and is fully editable. If it still won't open, try a computer or laptop instead of a phone, a different browser, make sure you're signed in to Google Sheets, and check that your Google Drive has space. Still stuck? Message me on Etsy and I'll help you sort it out.

Q: I can't download my purchase on my phone - what am I doing wrong?
A: Nothing - the Etsy app doesn't support downloading files. Open your browser (log out of the Etsy app first if it keeps redirecting you), sign in to Etsy, and download from your Purchases page on a mobile browser, or use a laptop or desktop. Once the file is saved you can open it on your phone any time.

Q: What exactly is a spreadsheet template?
A: It's a ready-made spreadsheet with all the formatting and formulas already built in. Download it, type in the yellow cells, and everything else calculates itself. Colors, headings and layout can be customized if you like, but you never need to touch a formula.

Q: Can I return or exchange my purchase?
A: Because this is a digital download, returns and exchanges aren't possible once the file has been downloaded - you'll always keep access to it in your Etsy account. If you bought it by accident and haven't downloaded it yet, send me a message and I'll take care of it.

Q: Is it available in other languages?
A: Right now the planner is in English only.

***This digital product has been created with the assistance of AI Tools, then refined by me, the seller***

  • Designed by
    TheGoatedPlanner
  • Item type
    Digital download
  • Digital file type(s)
    1 PDF, 1 other file
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Meet your seller

TheGoatedPlanner
The Goated Planner
TheGoatedPlanner ·

Orlando, Florida

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Listed on Oct 19, 2026
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