Free Freelance Money Dashboard

One spreadsheet that answers three questions every freelancer has: How much did I make this month? Who still owes me? Where did the money go?

Download the free dashboard (.xlsx)

No email, no sign-up. Opens in Excel, Google Sheets (File → Import) and Numbers.

What's inside

Transactions: one row per payment or expense, with category and client.
Monthly summary: income, expenses and profit per month, calculated for you.
Invoices: status (Open, Overdue, Paid) and days overdue update by themselves.
Goals: your yearly targets.
Dashboard: key numbers and charts on one screen, nothing to edit.
How to use: a short sheet with instructions.

The free version comes with 3 months of example data so you can see how it works. Delete the example rows and add your own.

How to start in 5 minutes

Download the file and open it in Excel or upload it to Google Drive.
Open the How to use sheet.
Replace the example transactions with your last month.
Add the invoices you've sent and their due dates.
Check the Dashboard sheet once a week. Friday works well.

Want the whole business in one place?

AI Solopreneur OS is a Notion template for freelancers: Clients, Proposals, Invoices, Projects, Tasks, Content Calendar, Finance Tracker, Goals and an AI Prompt Library with 16 prompts, plus a 22-page PDF guide. Works on the free Notion plan. One-time payment: $19 for the first 20 buyers, then $27. 14-day refund, no questions.

See what's inside →

Free guides: Notion invoice tracker · ChatGPT prompts for freelancers · Notion CRM for freelancers