Income Tracker for Freelancers

Supercharge your freelance finances with this all-in-one Google Sheets system

Turns Google Sheets into the only tool you need to manage your income, expenses, taxes, and more.

⏳ Set-up in 2 minutes

Designed to help you:

→ Keep every transaction organized in one place instead of scattered across multiple apps
→ Create a seamless process for tracking all of your payments
→ Cut hours from your day and make all the admin work that comes with freelancing effortless

Why it's CRUCIAL to track your income:

Everything In One Place

All your income sources, expense categories, invoices, receipts, profit/loss statements, and tax summaries in one easy-to-manage spreadsheet.

Finance Tracker

Effortlessly record and monitor every sale, payment, and purchase, complete with links to client invoices and digital receipts.

• Income Tracker: Log each client payment by date, project, invoice number, and amount.
• Expense Tracker: Track every business expense with date, vendor, category (e.g., “Software,” “Marketing,” “Office Supplies”), and amount.
• Profit & Loss Statement: Automatically calculates net profit (total income minus total expenses) in real-time.
• Tax Prep Sheets: Pre-formatted for yearly tax estimates and year-end summaries.

Instant Reports & Insights

Generate clear charts and graphs with one click, so you always know where your money is going—and coming from.

• Dashboard Charts: Visualize month-over-month revenue and net profit trends without manual setup.
• Customizable Categories & Tags: Create and edit income sources (e.g., “Consulting,” “Course Sales,” “Affiliate Revenue”) and expense tags (e.g., “Home Office,” “Equipment Upgrade,” “Business Lunch”) for deeper insights.

What’s Included:

• Income Tracker: Log client payments, invoice statuses, and auto-sum earnings by month, quarter, or year.

• Expense Tracker: Record business expenses.
• Dashboard Overview: At-a-glance overview of total revenue vs. expenses, plus real-time charts and graphs.
• Profit & Loss Statement: Automatically subtracts expenses from income to show net profit.
• Tax Preparation Sheets: Pre-formatted yearly estimates and year-end summary.
• Customizable Categories & Tags: Easily add or rename income sources and expense categories to fit your unique business model.

Who am I?

I’m Benas, a full-time freelancer & entrepreneur. Over the past ten years, I’ve grown my freelancing business from $1,000/month to consistently $10,000+/month, all while keeping my admin work under 1 hour per week. I created this Google Sheets template to eliminate the stress of tracking invoices, income, and taxes so I can focus on my clients. These are the exact sheets and workflows I’ve used to manage my freelance income and scale my business.

FAQs

Who is this for?

This spreadsheet is perfect for any freelancer or solo entrepreneur—designers, writers, developers, consultants, photographers, coaches—anyone who needs a clear, no-fuss way to track money in and out of their business.

How does this work?

After purchase, you’ll receive a link to “Make a Copy” of the Google Sheet in your own Google Drive. Simply open it in your browser or Google Sheets app, and you’re good to go. Enter income and expenses as they happen, and watch the Dashboard update automatically.

Why Google Sheets?

• Accessible Anywhere: No software installs or subscriptions required - open it on desktop, tablet, or mobile.
• Fully Customizable: Everything is editable: categories, tags, colors, and formulas.
• Collaborative: Share with your accountant or business partner in one click.
• Cost-Effective: No monthly fees - use it forever for a one-time investment.

Do I need a paid Google Workspace account?

No. You can use all features with a free Google account. If you begin collaborating with multiple team members or clients at once, you might consider upgrading to Google Workspace for advanced sharing controls, but it’s entirely optional.

Is this template compatible with Excel?

It’s designed for Google Sheets, but you can download it as an Excel file. Some dropdowns and dynamic charts may require minor tweaks in Excel.

Still have questions? Reach out to me at ben@benasleo.com. I’m here to help you get set up and start enjoying stress-free financial tracking today!