FREE EXCEL WORKBOOK

Free freelancer bookkeeping spreadsheet

Record user-entered invoices, billed amounts, received amounts and paid expenses in a connected six-sheet workbook.

Download the free .xlsx View the paid annual workbook

The direct download does not ask for a name, email address, phone number, account or payment details.

  • 50 income rows
  • 100 expense rows
  • Excel and Google Sheets
  • Macro-free
Arithmetic summary showing fictional example values in the free workbook
Rendered view of the included workbook. Values shown are fictional examples.

WHAT THE FILE CONTAINS

Six sheets with a defined job.

Yellow cells hold editable entries. Blue cells contain formulas. Fictional examples show the expected structure and are intended to be replaced.

01

Start here

Five setup steps plus explicit scope and interpretation limits.

02

Income

Invoice date, reference, client, service, billed, received, received date and notes.

03

Expenses

Paid date, vendor, editable category label, description, amount, payment-method label and reference.

04

Summary and checks

Arithmetic totals, a monthly view and selected missing-date, duplicate-reference and amount-relationship checks.

FOUR STEPS

How to use the file.

  1. 01Download the .xlsx file and open it in Excel or import it into Google Sheets.
  2. 02Review SETTINGS and edit the reporting year and record-keeping labels if needed.
  3. 03Replace the fictional examples in INCOME and EXPENSES with entries supported by your own records.
  4. 04Review the arithmetic SUMMARY and resolve flags in CHECKS against the source records.

OPTIONAL PAID WORKBOOKS

More rows and additional calculated views.

The paid bookkeeping workbook adds an annual dashboard, quarterly planning estimates and additional checks. The finance toolkit combines three editable workbooks. Each remains a general tool using user-entered records and editable assumptions.

View Freelancer Bookkeeping View the Finance Toolkit
Annual arithmetic dashboard in the paid freelancer bookkeeping workbook

FREQUENTLY ASKED QUESTIONS

Before downloading.

Is the workbook free?

Yes. The direct download is a macro-free .xlsx file and does not require checkout, an account or payment details.

What does it record?

It provides 50 income rows and 100 expense rows for user-entered dates, references, descriptions, billed amounts, received amounts and paid expenses.

Does it verify invoices, payments or bank records?

No. It applies arithmetic formulas and selected structural checks to the values entered by the user. It does not connect to or verify external records.

Does it calculate taxes or provide professional advice?

No. It does not determine tax treatment, deductibility, compliance, profitability, suitability or business results, and it does not file forms or provide tax, legal, accounting, financial, employment or commercial advice.

Can it be opened in Google Sheets?

Yes. The .xlsx file can be imported into Google Sheets. Formatting and formulas should be reviewed after any import or conversion.

Download the editable starter workbook.

Direct .xlsx delivery, macro-free and no checkout.

Download the free .xlsx