Freelancer Finance Kit: Cash Flow, Pricing & Invoice Tracker

Get a clearer view of your cash, prices and unpaid invoices.

A practical Excel toolkit for freelancers and small service businesses: three tools in one organised workbook, with worked examples and step-by-step instructions.

Three tools. One straightforward download.

• 13-week cash-flow planner: map expected receipts and payments, review weekly closing cash and compare it with your minimum buffer.
• Pricing and profit calculator: include delivery time, labour, direct costs and sales fees. Review contribution margin, break-even sales and projected monthly operating profit.
• Invoice tracker: organise up to 200 invoices, record payments and credits, see overdue balances and note your next follow-up.

What you receive

• One Excel workbook with three blank templates
• Three fictional worked examples
• A Start here guide inside the workbook
• A separate quick-start guide and support contact
• Editable yellow input cells and protected calculation cells

Getting started

1. Download and extract the ZIP.
2. Open the workbook in desktop Microsoft Excel on Windows.
3. Read Start here, save a working copy and follow the examples.
4. Enter your own figures in the yellow cells.

Before you buy

Digital download only. ZIP containing an .xlsx workbook and a .txt guide. No physical item is shipped. A compatible Microsoft Excel licence is required and is not included.

Checked in desktop Excel on Windows. Google Sheets, Apple Numbers and Excel for Mac have not been tested. Use one currency per workbook; GBP is the initial label, not a currency converter.

The tools use manual entries. They do not connect to banks or Shopify, send payment reminders, calculate tax liabilities or submit returns. This is a planning and tracking toolkit, not a complete bookkeeping system. Forecasts depend on your assumptions; example figures are fictional.

Need help?

Email dharamdodia5@gmail.com with your order number and a description of the issue.

Delivery, cancellation and refunds

Available to UK customers at launch. After payment, we email you a link to access your files. Before downloading, you will be asked to request immediate access and acknowledge that your statutory 14-day cancellation right ends when the download begins. Buying alone does not give that consent.

Our separate 14-day full-refund promise still applies, even after download. Your statutory rights for faulty or misdescribed content are unaffected. For help or a refund, email dharamdodia5@gmail.com with your order number.