Freelancer Income and Expense Spreadsheet with tax-ready P&L, invoice tracker, and quarterly tax estimate. Know what you earned, what you owe, and what to set aside. Built for freelancers and self-employed business…
About this template
Freelancer Income and Expense Spreadsheet with tax-ready P&L, invoice tracker, and quarterly tax estimate. Know what you earned, what you owe, and what to set aside. Built for freelancers and self-employed business owners who need clean books without accounting software.
$29
Excel & Google Sheets template — instant download on Etsy
Save with the bundle: Get Month-End Close, Freelancer Income & Expense, and Virtual CFO Toolkit together as the Small Business Accounting Bundle — $99.
Income Log — log an invoice when you send it, mark it Paid when the money arrives. Unpaid amounts show up automatically.
Expense Log — log every business cost by category, mark it deductible or not, and see totals by category.
P&L Dashboard — monthly income, expenses, and net profit for Jan–Dec, all calculated from your logs. No retyping.
Tax Estimate — estimated self-employment tax, federal and state tax, and your quarterly payment, from your net profit. Change the rates to match your situation.
Client Summary — total invoiced, received, and still owed by each client, so nothing slips through.
Cover & How to Use — start here. Yellow cells are the only ones you edit.
Watch the full free course
This template is taught free on YouTube in Freelancer Accounting Essentials — new episodes every weekday. Watch the full free course on the playlist, or press play below.
Quick profit check — Freelancer Income & Expense
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Freelancer Income & Expense track?
The Freelancer Income & Expense tracks Income Log; Expense Log; P&L Dashboard; Tax Estimate; Client Summary.
What do the example numbers show?
The included example shows: The Tax Estimate is a planning estimate only, using the rates you enter. It does not include the standard deduction, credits, or state-specific rules. This is not tax, legal, or CPA advice.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.