FREELANCER BUDGET & TAX PLANNER — Excel & Google Sheets Template

Stop guessing what to set aside for taxes. This spreadsheet tracks

every payment, every expense, and does the tax math for you —

automatically.

Built for freelancers, self-employed creatives, and solopreneurs who

want a calm, clear system for their money without learning a single

formula.

★ WHAT'S INCLUDED (7 TABS) ★

- Instructions — a 5-step quick-start guide

- Dashboard — year-to-date snapshot + 4 automatic charts

- Income Tracker — log every payment by client, auto-sorted by month

- Expense Tracker — categorized spending with deduction tracking

- Monthly Summary — auto-calculated income, expenses, and take-home pay

- Quarterly Taxes — estimated tax amounts by quarter, with due dates

- Example — a filled-in sample so you can see it in action

★ FEATURES ★

- 100% automatic — type in a date and amount, everything else updates

- Set your own tax set-aside % and savings goal

- Auto-ranks your top clients and expense categories into live charts

- Color-coded so you always know what's safe to edit

- Flags any month where expenses outpaced income

★ WORKS EVERYWHERE ★

This is an .xlsx file — it opens directly in Microsoft Excel, and

works in Google Sheets too (just upload it in Google Sheets and it

converts automatically). No special software required.

★ HOW IT WORKS ★

This is a DIGITAL DOWNLOAD. No physical item will be shipped.

After purchase, download your file from "Purchases and Reviews" on

Etsy and open it in Excel or Google Sheets. For personal use only —

not for resale or redistribution.

★ QUESTIONS? ★

Message me anytime — I'm happy to help you get set up.