Spreadsheets that already do the maths
Four working templates for the parts of freelancing nobody teaches: sending invoices that get paid, knowing what you actually earned, keeping clients out of a mess, and posting on schedule. Open in Excel 2016+ or import to Google Sheets — both are tested in both.
Client Invoice and Quote Kit 2026
Reusable invoice maker, quote builder, 24-row payment tracker, client ledger and a live dashboard that totals what is paid, what is pending and what is overdue.
- Invoice and quote sheets you duplicate and rename — no re-typing the client block
- Payment tracker with due dates, late flags and running balance
- Dashboard: billed, received, outstanding, this month vs last
Personal Budget and Savings Tracker 2026
Monthly budget, expense log, savings goals with progress bars, debt snowball calculator and a net-worth sheet that updates from the others.
- Category budgets that warn you before the month breaks, not after
- Debt snowball ordered by interest, with a payoff date that moves as you pay
- Net worth across accounts, updated from one input sheet
Content Calendar and Social Media Planner 2026
All 365 days of 2026 dated, 22 key dates marked, a post tracker and a reach analytics dashboard so you can see which channel is actually working.
- 365-day posting schedule — fill the slots once, see the month at a glance
- Post tracker: channel, format, status, links, what got posted where
- Reach analytics sheet with per-channel totals and a monthly trend
Client CRM and Project Tracker
Sales pipeline, project board, timesheet, deliverables list and a win-rate dashboard — the whole client relationship in one file.
- Pipeline stages you drag through: lead, quoted, won, lost — with values
- Timesheet that feeds project profitability automatically
- Win rate and average deal size, calculated from the pipeline
What every template shares
| Property | Detail |
|---|---|
| Works in | Excel 2016 / 2019 / 365 and Google Sheets — same file, tested in both |
| Formulas | Live, not pasted values — change a row and the dashboard moves |
| Sample rows | Included, so the file makes sense the second you open it; delete before use |
| Delivery | Instant download after checkout, one ZIP per product |
| Licence | Personal and client use included; no subscription, updates free |
Questions people ask
Do these work in Google Sheets, or only Excel?
Both. Every file is tested in Excel 2016+ and imported into Google Sheets before it is listed. Open the .xlsx in Sheets with File → Import — the formulas survive.
Do I need to know formulas?
No. You type into the log sheets; the dashboards calculate. The only cell you ever touch twice is the one you are correcting.
Is it a subscription?
No. One payment, the file is yours, updates are free. Nothing renews and nothing phones home — these are plain spreadsheet files.
Can I use one for client work?
Yes. The licence covers using the templates on your own business and on client projects. Reselling or redistributing the file itself is not allowed.