Skip to content

1 or 2 credits, some free · 1 credit is about $1

pocketshelf

Freelancer Budget Dashboard

A budget workbook for a freelancer with irregular income: a Dashboard with 3 charts, a Transactions log, Bills and Sinking Funds. XLSX with a blank copy.

ForFreelancers

Dashboard tab: Left to spend -$597, Spent $3,497, Income $2,900, Savings rate -20.6%; doughnut chart of Where the money went ($); bar chart of Plan vs actual ($); column chart of Income vs spent...Transactions tab: columns Date, Item, Category, Type, Amount ($), Account, Month (auto), Year (auto); 15 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Bills tab: columns Bill, Category, Amount ($), Due day (1-28), Paid this month?, This month due (auto), Status (auto); 6 sample rows.

DashboardPreviews of the Dashboard, Transactions, Settings and Bills tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

View full size (opens image)

What's inside

Format
XLSX, CSV
Contents
7 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Personal What this means
Checked
Checked before it ships
  • freelancer-budget-dashboard.xlsxXLSX · 61 KB
  • freelancer-budget-dashboard-blank.xlsxXLSX · 58 KB
  • freelancer-budget-dashboard.csvCSV · 4 KB
  • LICENSE.txtadded to every download

About this item

A budget workbook for a freelancer with irregular income. It has 7 tabs: Start Here, Dashboard, Transactions, Budget, Bills, Sinking Funds, Settings. The Dashboard with 3 charts shows what is left to spend (-$597 in the sample data), what you spent against your plan, where the money went and income against spending for every month. Pick a month at the top right and every tile, chart and table follows. Type one row per purchase on Transactions; Settings holds your currency, start month and 12 categories with a budget for each, and every dropdown follows them. You get two files: one filled with sample data so you can see it working, and a blank copy with the same formulas ready for your own numbers. Nothing is password-locked. Made for Excel (XLSX).

Reviews

No reviews yet.

You might also grab