Freelancer Income & Expense Tracker with Tax Set-Aside: self-employed income, expenses, mileage and a tax set-aside. One .xlsx file that works in Google Sheets and in Excel, plus a printable PDF pack.

WHAT IT DOES

• Invoices: paid, unpaid and overdue at a glance
• Expenses by category, month and quarter
• Mileage log at your own rate per mile or km
• Set-aside % of profit for tax (you choose the %; not tax advice)
• Works in Google Sheets and Excel; any currency

TABS: Start Here, Dashboard (month + quarter), Setup (tax set-aside %, payment terms, mileage rate), Clients, Income / invoices (paid, unpaid, overdue), Expenses by category, Mileage log, Not tax advice: the set-aside % is a number you choose. Check your own tax rules or ask an accountant.

YOU GET: the blank .xlsx template, an example copy filled with made-up data, and a printable PDF pack. Works in Google Sheets (File > Save as Google Sheets) and Excel 2016+. Blue cells are where you type; the rest calculates itself.

GOOD TO KNOW: One-time purchase, no subscription; the download link stays active for 12 months. Digital download, nothing shipped. Any currency. Personal-use licence (no resale). Questions: tidysheets@mail.tab.bot.

How this was made: Tidy Sheets is run with the help of AI tools. The formulas, layout and instructions were built with AI assistance, then recalculated and tested (every formula checked for errors, example numbers re-computed independently) before listing.