Freelancer Budget & Tax Planner
You don't have a bookkeeper. This is the next best thing.If tax season makes your stomach drop because you genuinely don't know what you owe — this was built for you. I'm an accountant by trade, and I built this the way I'd set up a client's books: simple enough to actually use, thorough enough that nothing slips through.Log a payment, log an expense, and the planner does the rest — running totals, deduction tracking, and a quarterly tax estimate that updates itself. No formulas to learn, no spreadsheet experience required.What's inside (7 tabs): Quick-start guide — 5 steps and you're set up Dashboard — your whole year at a glance, with auto-updating charts Income Tracker — every payment, sorted by client and month Expense Tracker — categorized, with deductions flagged Monthly Summary — income, expenses, and take-home, calculated for you Quarterly Taxes — what to set aside, and when it's due A filled-in example, so you can see exactly how it works before you touch a cell Also does this automatically: Ranks your top clients and biggest expense categories Flags any month where you spent more than you earned Color-codes what's safe to edit vs. what's doing the math Works in Excel or Google Sheets — just upload and it converts. Nothing to install.It's a digital download — the zip includes the spreadsheet, Google Sheets instructions, and a thank-you note from me. Personal use only, please don't resell or redistribute.Questions before you buy? Message me — I answer these myself.
Get it → printily.gumroad.com