A bookkeeping spreadsheet for freelancers, coaches and service businesses. Log your invoices and expenses. The dashboard, client reports and tax estimate update by themselves.

What’s included:

• 2 Excel files: a blank copy + a sample-data copy
• 9 tabs: Start Here, Dashboard, Income, Expenses, Clients, Subscriptions, Money Split, Tax Planner, Settings
• Profit dashboard: 8 key numbers, monthly table and 3 charts
• Invoices track themselves: Paid, Unpaid or Overdue, with days late
• “Who owes you” list, most late first
• Real hourly rate for every client and every service
• Payment fees and several currencies handled for you
• Subscription audit with renewal alerts and cancel savings
• Money Split (Profit, Owner pay, Tax, Operating) and a quarterly Tax Planner

Works in Microsoft Excel 2016 or newer, Excel for Microsoft 365 and Google Sheets. No macros.

A planning tool, not tax, legal or accounting advice. Digital download. Nothing is shipped.