CLIENTS, RETAINERS, MONTHLY HOURS AND TIME RECORDS
Freelancer Capacity & Retainer Planner
Keep retainer records and entered working time in one traceable file.
Store client and retainer records, enter working-time assumptions and maintain a dated time log, with arithmetic monthly summaries and cross-sheet checks.
- Excel + Google Sheets
- Macro-free
- Instant download
- 14-day refund policy
WHAT IT RECORDS
A workbook organized around one defined set of records.
- 01Client and retainer records
- 02Dated time log
- 03Monthly entered hours
- 04Capacity scenarios
SEE THE FILE BEFORE YOU BUY
Real dashboard, inputs and features.
These images come from the delivered product. They are not a fabricated interface made for this page.
EXAMPLE USE CASES
Record-keeping contexts represented by the file.
- Freelancers maintaining retainer records
- Monthly time-record reviews
- Editable capacity comparisons
INSIDE THE WORKBOOK
What the template includes.
- Client and retainer source tables
- Editable working-time assumptions
- Dated time records by client
- Monthly arithmetic summaries
- Dashboard from entered hours, fees and statuses
- ID and total checks across sheets
FREE PRACTICAL GUIDE
Freelancer retainer hours tracker and capacity planner
Build a freelancer retainer hours tracker with client, retainer and dated time records, plus editable capacity scenarios and monthly arithmetic checks.
Read before you buyTRY THE LOGIC FIRST
Use the free retainer hours tracker
Record included and dated logged hours by retainer reference, review remaining arithmetic and export CSV before moving to the complete record system.
Use the free retainer hours trackerHOW IT WORKS
From example rows to your own numbers.
- 01
Set up the records
Create client and retainer IDs and review the editable working-time assumptions.
- 02
Enter dated time
Maintain the time log using the client and retainer references already created.
- 03
Review monthly scenarios
Compare the entered hours and fees without treating the figures as prescribed targets.
DELIVERY AND COMPATIBILITY
An editable file without another account.
You receive one macro-free .xlsx workbook and a PDF guide for importing it into Google Sheets. Minor visual differences may appear after import.
Capacity figures are editable arithmetic scenarios, not prescribed targets. The workbook does not determine workload, pricing, staffing, contract terms, employment status, business suitability, income or future results and does not provide legal, tax, accounting, financial, employment or business advice.
QUESTIONS BEFORE BUYING
Clear delivery, use and limits.
What do I receive after purchase?
One editable .xlsx workbook and a short PDF guide. Gumroad delivers the download immediately after payment.
Does it work in Google Sheets?
Yes. You can import the .xlsx file into Google Sheets. Minor visual differences may appear after import.
Do I need a subscription?
No. This is a one-time purchase for personal use or one business. Resale, sharing and redistribution are not permitted.
Can I request a refund?
The policy allows refund requests for 14 days through Gumroad. Mandatory consumer rights remain unaffected.
Does it replace professional advice or file taxes?
No. The workbook supports organization, calculation and planning. It does not file taxes or replace tax, accounting, legal or financial advice.
Freelancer Capacity & Retainer Planner
Review the contents and limitations before downloading.
Payment, applicable taxes, delivery and a 14-day refund policy through Gumroad.