Spreadsheet Bundle: 5 Money & Business Trackers for Excel & Google Sheets

Five working spreadsheets for running your money and your business, for less than the price of three.

What'S Included

1. Freelancer Invoice & Income Tracker: invoices, overdue alerts, client totals, tax set-aside, monthly billed vs collected.

2. Small Business Profit & Loss Tracker: transaction log, automatic monthly P&L statement, budget vs actual, cash on hand.

3. Quarterly Estimated Tax Tracker (US, 2026 figures): self-employment and federal tax estimate, safe harbor, suggested payment and due date for each quarter.

4. Debt Snowball & Avalanche Payoff Planner: both methods side by side, month-by-month plan, debt-free date, interest saved.

5. Job Application Tracker: applications, interviews, contacts, follow-up reminders, response and interview rates.

Every File Has

• A dashboard with charts that updates on its own.
• A Start Here tab with setup steps.
• Dropdowns, frozen headers and print-ready pages.
• Example data so you can see it working, easy to clear.
• No macros, add-ins or scripts.

How To Use It

• Excel: open the .xlsx file (Excel 2010 or newer, Windows or Mac).
• Google Sheets: upload the .xlsx to Google Drive, open it, then choose File > Save as Google Sheets.
• Start on the "Start Here" tab. Pale amber cells are where you type; grey cells calculate automatically.
• Example data is included so you can see every chart working. Select it and press Delete when you're ready.

Good To Know

• This is a digital download. Nothing physical ships.
• No macros, add-ins or scripts. Formulas use standard functions that work in both Excel and Google Sheets.
• Every tab is set up to print on Letter or A4.
• Personal use, or use within your own business. Please don't resell or share the file.

The tax tracker gives estimates only and is not tax advice. None of these files replace an accountant or financial advisor.