Small Business Expense Tracker - Income, Expenses & Tax Estimate

For freelancers, the self-employed and small business owners who want income, expenses, net profit and a tax estimate in one spreadsheet.

⚡ Instant digital delivery📊 Excel + Google Sheets🧮 No macros or add-ons♾️ One-time - no subscription

The Small Business Expense Tracker is one .xlsx workbook with 6 connected sheets for Google Sheets and Microsoft Excel 2016 or later. It logs income and expenses and automatically shows year-to-date gross income, total expenses, net profit, profit margin and estimated taxes. It is built for freelancers such as designers, developers, writers and consultants, and includes a step-by-step setup guide inside the file.

What you can do📊Year-to-date dashboardGross income, total expenses, net profit, estimated taxes and profit margin, plus a month-by-month income vs. expense breakdown.🧾Deductible expense flagMark each business cost as tax-deductible; deductible and non-deductible totals calculate themselves.🧮Tax estimatorEnter your federal, state and self-employment rates once to estimate tax due from your income and deductible expenses.👥By-client totalsTotal billed, paid, outstanding balance and invoice count per client, pulled from your income log.How it works

1. Open the file Open the .xlsx in Microsoft Excel or import it into Google Sheets (File, Import, Upload).
2. Clear and set up Delete the sample rows and enter your federal, state and self-employment tax rates.
3. Log as you earn and spend Add each payment and business cost - the dashboard and totals update automatically.

What's included

• ✔️ 1 Excel workbook (.xlsx) - Google Sheets and Excel compatible
• ✔️ 6 connected sheets: Dashboard, Income Log, Expense Log, Tax Estimator, By Client and Instructions
• ✔️ Step-by-step setup guide built into the Instructions sheet

Why customers choose it🔎Clear financial pictureSee what you earned, spent and kept at any point in the year.🗓️Fewer tax surprisesA running tax estimate based on your real income and deductible expenses keeps tax season from being a guess.💼Track who owes youIncome logged as Paid or Pending shows the outstanding balance for each client.Buy with confidence
Instant electronic delivery • One-time purchase • Friendly support — just message us on .Quick answersWhat software do I need?
Google Sheets (recommended) or Microsoft Excel 2016 or later. No macros or add-ons are required.How is it delivered?
Delivered electronically right after purchase through messages - nothing is shipped.Can I use a currency other than USD?
Yes. It is set to USD by default and is easy to relabel for any currency.Does it track payments that are not yet paid?
Yes. Each income entry has a Paid or Pending status, and the By Client sheet shows outstanding balances per client.Is the tax estimate tax advice?
No. Tax estimates are for planning only; this is not legal, tax or financial advice, so consult a licensed tax professional for your situation.More from our storePair it with our Self-Employed Tax Calculator or Freelancer Invoice Tracker.Instant delivery after purchase - know your real profit this month.License & buyer notice
This is an electronically delivered product — nothing is shipped. The buyer is only receiving a revocable license with specific limitations: one user, for personal or internal business use; the files may not be resold, shared or redistributed. Electronically delivered goods do not qualify for the Money Back Guarantee. What you need: Google Sheets or Microsoft Excel 2016 or later; no macros or add-ons needed. If anything is not right, message us on and we will fix it.