Freelancer Finance Kit mockupFreelancer Finance Kit explainerWhat's inside the Freelancer Finance Kit

Freelancer Finance Kit

Invoices, income, expenses, a quarterly set-aside estimate and your real minimum hourly rate.

$19Buy now, $19

Instant download + email. Works in Google Sheets and Excel.

Secure checkout by StripeApple PayGoogle Pay

If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

  • Instant download + step-by-step setup guide
  • Works in Google Sheets and Excel
  • One-time price, no subscription
  • No bank login, nothing to connect
  • File won't open? We fix it or send a new copy

Try it free first: Freelance hourly rate calculator.

Read the setup guide before you buy

Who it's for

Solo freelancers and contractors who want a simple, private system instead of accounting software.

Why it helps

One file for the money side of freelancing: send an invoice, log what came in, track costs and see a rough amount to set aside each quarter.

What it does

  • Printable invoice tab that pulls client details
  • Income and expense logs by client and category
  • Quarterly summary with a set-aside estimate at the percentage you choose
  • Rate Calculator: minimum hourly rate from your income goal, costs and billable hours
  • Clients list

What's included

One .xlsx workbook with 8 tabs: Start Here, Quarterly, Settings, Clients, Invoice, Income, Expenses, Rate Calculator. Plus a step-by-step setup guide PDF. Works in Google Sheets and Excel (also LibreOffice Calc).

Includes English, Spanish and French versions.

Every tab, with sample data

Real screenshots of each tab in the file, recalculated from the included sample data.

Freelancer Finance Kit: Start Here tab
Start Here
Freelancer Finance Kit: Quarterly tab
Quarterly
Freelancer Finance Kit: Settings tab
Settings
Freelancer Finance Kit: Clients tab
Clients
Freelancer Finance Kit: Invoice tab
Invoice
Freelancer Finance Kit: Income tab
Income
Freelancer Finance Kit: Expenses tab
Expenses
Freelancer Finance Kit: Rate Calculator tab
Rate Calculator

What happens after you buy

  1. Pay with Stripe (card, Apple Pay or Google Pay).
  2. Download right away on your download page; the link is also emailed to you. Each file can be downloaded 3 times within 24 hours.
  3. Follow the setup guide: a step-by-step PDF is included, and the same steps are on the setup page. The AI guide in the corner can walk you through it one step at a time.

10 min

Set up in 10 minutes, or Ava walks you through it free

Ava the Fox, our AI setup guide, takes you one step at a time and can hand you to a person if you get stuck.

Please note. Informational tool only. Not financial, tax, or legal advice. Estimates come from the numbers you type. If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

Not tax advice. Not tax advice and not tax software. Estimates only; verify every figure with a qualified tax professional before filing.

FAQ

Does it calculate my taxes?

No. It shows a rough set-aside amount using the percentage you type. Ask a tax professional what applies to you.

What do I get?

A download link right after checkout and by email, plus a step-by-step setup guide PDF. Spreadsheets are .xlsx: open in Excel, or upload to Google Drive and save as a Google Sheet.

Do I need a subscription or app?

No. One-time price. No macros, add-ons, or bank login.

Can I get a refund?

If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

Is this financial or tax advice?

No. It is an informational tool. Results are estimates from the numbers you enter.

$19Buy now, $19

Instant download + email. Works in Google Sheets and Excel.

Secure checkout by StripeApple PayGoogle Pay

If a file doesn’t work, we’ll fix it. If we can’t, you get a refund within 7 days. Because these are instant digital downloads, there are no refunds for change of mind.

Bundle and save

Pairs well with the Side Hustle Income & Expense Tracker ($15). Freelancer Finance Kit is included in the Complete Money Toolkit: every spreadsheet plus the Notion hub and prompt library for $129 ($231 value).

Freelancer Finance Kit$19
Buy now, $19

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