Finance

Freelancer Income Tracker

Freelance Excel: client, project, income, expenses, tax set-aside, net.

Preview — what you'll download

CategoryLine Item2025-012025-022025-032025-042025-052025-062025-072025-082025-092025-102025-112025-12FY Total
Aa textAa text$ currency$ currency$ currency$ currency$ currency$ currency$ currency$ currency$ currency$ currency$ currency$ currency$ currency
RevenueProduct Sales$82,000.00$86,500.00$91,200.00$94,800.00$99,100.00$103,400.00$108,200.00$112,900.00$118,500.00$124,300.00$131,200.00$138,400.00$1,290,500.00
RevenueService Revenue$21,000.00$22,300.00$23,800.00$24,500.00$25,700.00$27,100.00$28,600.00$30,200.00$31,700.00$33,200.00$35,100.00$37,200.00$340,400.00
RevenueSubscription Revenue$14,500.00$15,200.00$16,100.00$16,900.00$17,800.00$18,900.00$20,000.00$21,200.00$22,400.00$23,700.00$25,100.00$26,600.00$238,400.00
COGSCost of Goods Sold$-31,200.00$-32,800.00$-34,900.00$-36,100.00$-37,700.00$-39,500.00$-41,400.00$-43,200.00$-45,100.00$-47,200.00$-49,600.00$-52,200.00$-490,900.00
COGSDirect Labor$-9,800.00$-10,100.00$-10,500.00$-10,900.00$-11,300.00$-11,700.00$-12,200.00$-12,600.00$-13,100.00$-13,700.00$-14,200.00$-14,800.00$-144,900.00
OpExSalaries & Wages$-28,000.00$-28,000.00$-28,000.00$-30,000.00$-30,000.00$-30,000.00$-32,000.00$-32,000.00$-32,000.00$-34,000.00$-34,000.00$-34,000.00$-372,000.00
OpExRent & Utilities$-6,500.00$-6,500.00$-6,500.00$-6,500.00$-6,800.00$-6,800.00$-6,800.00$-6,800.00$-7,100.00$-7,100.00$-7,100.00$-7,100.00$-81,600.00
OpExMarketing & Advertising$-7,200.00$-8,100.00$-9,300.00$-9,800.00$-10,500.00$-11,200.00$-12,000.00$-12,700.00$-13,500.00$-14,200.00$-15,000.00$-15,800.00$-139,300.00

+ 6 more rows included in the download

Who it's for

Entrepreneurs, freelancers, small businesses, and teams who need freelancer income tracker.

How to use it

Open in Excel or Google Sheets, fill in your data in the input cells, and the formulas calculate results automatically.

Built-in formulas

  • FY Total — =SUM(C2:N2) — Annual total per line item
  • Total Revenue — =SUMIF($A$2:$A$N,"Revenue",C2:CN) — Sum all revenue lines per month
  • Total COGS — =SUMIF($A$2:$A$N,"COGS",C2:CN) — Sum cost of goods sold
  • Gross Profit — =Total_Revenue+Total_COGS — Revenue minus COGS
  • Gross Margin % — =Gross_Profit/Total_Revenue — Gross margin as percentage
  • Total OpEx — =SUMIF($A$2:$A$N,"OpEx",C2:CN) — Operating expenses
  • Operating Income — =Gross_Profit+Total_OpEx — EBIT
  • Net Profit Margin — =Operating_Income/Total_Revenue — Bottom-line margin
  • YoY Growth — =(N3-C3)/C3 — Dec vs Jan growth per line

Make this yours in seconds

Open in our AI chat to customize columns, formulas, and sample data.