Freelancer Income & Tax Tracker

About the Freelancer Income & Tax Tracker

Freelancing gives you freedom, but the money side can be a mess — this tracker sorts it. Log your income and expenses through the year and it shows your profit, how much to set aside for tax and National Insurance, which invoices are still unpaid and which clients earn you the most, so you always know exactly where you stand.

The dashboard shows your yearly income, expenses, profit, tax to set aside, unpaid invoices and average month, with an income-by-client breakdown so you can see where your work comes from. It is the simple financial overview every freelancer needs to stay in control, get paid on time and never be surprised by a tax bill.

Built in Excel and Google Sheets with clearly marked input cells and sample data, it works on any device. Pair it with our [Self-Assessment Tax Prep](#/product/self-assessment-prep) and [Invoice & Quote Template](#/product/invoice-quote-template).

Who it's for

What's included

• Track income and expenses all year
• Automatic profit and tax-to-set-aside
• Unpaid invoices at a glance
• Income-by-client breakdown
• Clearly marked input cells; sample data included
• Works in Excel and Google Sheets, on any device

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Does it estimate my tax?

Yes — it estimates what to set aside for Income Tax and NI from your profit.

Can I see unpaid invoices?

Yes — mark invoices paid or unpaid and see what you are still owed.

Related searches

Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.