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Master Financial Spreadsheets


Do you struggle to keep your finances in order each month? Is it difficult to put money away for tax season while managing your expenses? It was for me and it is for many other freelancers too.

That's why I created the Master Financial Spreadsheets bundle. It's a single Google Doc containing 6 intelligent spreadsheets to help you get in control of your finances. (Also available as an Excel file).

This bundle includes 6 worksheets:

  • Monthly Paycheck Divider
  • Annual Income Projector
  • Sales Pipeline
  • Tax Deductions
  • Expenses
  • Income Log


Monthly Paycheck Divider

Do you have multiple income sources? Some freelance income (pre-tax) and some payroll income (post-tax)? This worksheet has you covered. It tells you what you should save, automagically deducts your expenses, and tells you where the leftover money should go.

Annual Income Projector

Are you ambitious and curious to see how this year will go if you make a certain amount of money? Just enter what you think you'll make into the annual income cell and the worksheet will tell you everything about the upcoming year in detail.

Sales Pipeline

This worksheet allows you to see at a glance what projects you won and lost this year while comparing your progress to previous years. At a glance, you can see how many project inquiries you get each year, what you earned from each, your total gross income, and your lifetime sales income.

Tax Deductions

This worksheet shows you what you can deduct from your income each quarter. The irregular quarterly tax breakdown is accounted for in this worksheet.


Easily keep track of your personal and business expenses each month. The annualized view shows what you need to make each year in order to survive. This worksheet powers the algorithms in other sheets such as the Monthly Paycheck Divider.

Income Log

It's important to keep track of every penny you made in a calendar year. This is a simple worksheet that tallies up your pre-tax earnings for a birds-eye view of how you did this year

Intelligent Spreadsheets

These worksheets are aware of the content they each contain. For example, just enter your expenses into the expense worksheet and the Monthly Paycheck Divider deducts your expenses from your total net income.

Import into Google Docs

This document was originally created in Google Docs, so you can easily drop it in for added convenience.

Customize Everything

These worksheets are fully editable and customizable. Missing something? Just add it in. Don't need that column? Just delete it. These sheets were created using the most basic excel formulas available to make everything easier for you.

Why purchase?

Still not convinced? I used to be terrible at managing my freelance money. I made a lot, and spent a lot too. Once I adopted a "save first, spend later" mentality, I created these worksheets to help me keep things organized. I have saved thousands of dollars by using these worksheets to control where my money goes each month.


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  • Product Details:
  • Size244 KB
  • Spreadsheets1
  • Worksheets5
  • Customizable?Yes
  • Itelligent/Linked Sheets?Yes
  • Google DriveYes
  • ExcelYes


Master Financial Spreadsheets

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