Can I use these templates in Google Sheets?

Yes. Download the .xlsx file, upload it to Google Drive, open it, then choose File > Save as Google Sheets. The formulas and drop-downs carry over; chart colors and some formatting can look slightly different than in Excel. Message me if anything doesn't work and I'll help.

What if my file won't open or something isn't working?

Because these are digital downloads, Etsy doesn't allow returns or exchanges. But if a file won't open or a formula isn't working, send me a message through Etsy. I'll fix it or send you a replacement file.

Custom and personalized orders

Yes! Click "Request Custom Order" on the shop page or send me a message describing what you need: the categories, columns, calculations or layout you have in mind. I can customize an existing template or build a new one, and I'll send you a quote and timeline before any work starts.

Where do I find my files after I buy?

Right after checkout, Etsy emails you a download link. You can also go to You > Purchases and reviews on Etsy.com and click Download Files next to your order. Tip: digital files can't be downloaded in the Etsy phone app, so open Etsy in a web browser (on a computer is easiest) to download them.

My Google Sheets file opens in view-only mode. What do I do?

In the top menu click File > Make a copy (or File > Save as Google Sheets if you uploaded the .xlsx). That gives you your own fully editable copy. If it still won't open: use a computer instead of a phone, make sure you're signed in to your Google account, check you have free space in Google Drive, or try a different browser. Still stuck? Message me and I'll help.

Do I need to be good at spreadsheets to use these?

Not at all. Only type in the yellow cells; everything else (totals, charts, dashboards) is calculated for you. Every file has a Start Here tab with step-by-step instructions, plus a SAMPLE version filled with example data so you can see how it works, and a BLANK version ready for your own numbers.

Will it work on a Mac, iPad or my phone?

Yes. The templates work in Microsoft Excel (Windows or Mac) and in Google Sheets, which is free and runs in any browser. Once your file is set up, you can update it from the Excel or Google Sheets app on your phone or tablet. For the first setup a computer is easiest. Apple Numbers isn't supported, since some formulas and charts don't carry over.

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Solopreneur Business Bundle, Planner, CRM, Cash Flow Forecast, Tax Tracker, Small Business Bundle, Freelancer Toolkit, Excel Google Sheets

Name: Solopreneur Business Bundle, Planner, CRM, Cash Flow Forecast, Tax Tracker, Small Business Bundle, Freelancer Toolkit, Excel Google Sheets
Brand: SheetSmartTemplateCo
SKU: 4601651839
Price: 17.49 USD
Availability: InStock
Rating: 5.0 (3 reviews)

SheetSmartTemplateCo

Item highlights

Digital download
Digital file type(s): 1 ZIP

Seller's description

Solopreneur Business Bundle for Microsoft Excel and Google Sheets, instant digital download. A complete operating system for a one-person business: clients, projects, cash flow and taxes, all in one bundle. Perfect for freelancers, coaches and consultants.

🎥 WATCH THE FULL WALKTHROUGH VIDEOS before you buy, every tab of every template explained:
• Cash Flow Forecast and KPI Dashboard: https://youtu.be/WNlyegLgND8
• Client CRM and Lead Tracker: https://youtu.be/ThDtxG3rbtA
• Project & Task Manager: https://youtu.be/d1jJSamGspQ
• Self-Employed Tax Tracker: https://youtu.be/H-6uDDH_B54
• Solopreneur Business OS: https://youtu.be/ho-wm-wEmhY

✨ EVERY TEMPLATE IN THIS BUNDLE NOW COMES IN 2 VERSIONS: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info).

★ WHAT'S INCLUDED (5 TEMPLATES) ★
• Solopreneur Business Planner: revenue, expenses, content calendar and goals in one hub
• Client CRM & Lead Tracker: sales pipeline with follow-up reminders
• Project Manager & Gantt Chart: tasks, deadlines and workload
• Cash Flow Forecast & KPI Dashboard: 12-month forecast vs actuals and runway
• Self-Employed Tax Tracker: quarterly estimated taxes, 1099 income and Schedule C expenses

Bought separately: $64.95. Bundle price: $34.99, so you save 46%.

★ PERFECT FOR ★
✓ Freelancers, coaches and consultants
✓ Online business owners and service providers
✓ Etsy and e-commerce sellers
✓ Anyone going self-employed

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 1 ZIP download with an Excel folder + a Google Sheets folder, plus a Start Here guide
• Not designed for Apple Numbers

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• You'll need to unzip the file (double-click on Mac or Windows) before opening the templates.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the files, message me and I'll fix it or help you right away.

Shop review

Why this review appears

All reviews are from verified buyers. This review is shown automatically based on factors like recency, whether it includes comments, your chosen language, and whether the rating reflects the typical experience with the shop.

“The spreadsheet was great and it helped me to keep track of my earnings and expenses. Will definitely buy some more for different purposes. Thanks for a great spreadsheet”

Ingrid

4 days ago

View all

NowPrice:$17.49

Original Price: $34.99

50% off

•

Sale ends on November 22

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

Solopreneur Business Bundle spreadsheet for Excel and Google Sheets shown on a laptop and phone mockup

Designed by

SheetSmartTemplateCo
Item type

Digital download
Digital file type(s)

1 ZIP

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Meet your seller

Jesse Peters

SheetSmartTemplateCo ·

South Bend, Indiana

5.0

8 sales

New on Etsy

1 shop member

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Solopreneur Business Bundle, Planner, CRM, Cash Flow Forecast, Tax Tracker, Small Business Bundle, Freelancer Toolkit, Excel Google Sheets

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