Know where your freelance money stands, in one spreadsheet

TallySheet tracks your invoices, expenses, monthly income, and a quarterly tax set-aside, all in one file. It works in Google Sheets and Excel.

Get TallySheet for $19

$19 one-time · Instant download · No subscription

TallySheet Dashboard tab showing year-to-date income, expenses, profit and unpaid invoices (sample data)

Why freelancers use it

See who owes you

Each unpaid invoice shows how many days overdue it is, so you know who to follow up with.

Plan for tax time

Enter the percentage you want to set aside, and TallySheet shows that amount for each quarter, next to typical US due dates to check against IRS.gov.

Year-to-date at a glance

The Dashboard totals your income, expenses, profit and unpaid invoices without any extra setup.

Tidy expenses

Pick each expense's category from a dropdown and mark whether it's deductible, so everything is easy to find at year end.

Your data stays yours

It's a file you own. There's no app to log into, nothing to sync, and no monthly fee.

Ready in minutes

A Start Here tab walks you through setup. Sample rows show how everything works, and you can delete them when you're ready.

What's included

TallySheet.xlsx, which opens in Excel or imports into Google Sheets
Six tabs: Start Here, Dashboard, Invoices, Expenses, Income Summary, Quarterly Tax Estimate
Formulas already set up for days overdue, monthly totals, profit and quarterly set-aside
An expense category list you can edit, plus dropdowns for invoice status and deductible Y/N
Room for 500 invoices and 500 expenses

Income Summary tab with monthly income, expenses and profit (sample data)

Invoices tab with sample rows and a Days Overdue column

Get TallySheet for $19

FAQ

Does it work in Google Sheets?

Yes. In Google Sheets, open a blank sheet and choose File > Import > Upload, then select the file. You can also upload it to Google Drive and open it with Google Sheets. In Excel, just open the file.

How do I receive it?

Right after checkout, you're taken to a download page for the file. If anything goes wrong, email us and we'll send it.

Is this tax advice?

No. TallySheet is an organizational tool. The tax set-aside is just your profit multiplied by the percentage you choose. It doesn't calculate what you actually owe. Verify deadlines and amounts with IRS.gov or a tax professional.

Is it a subscription?

No. You pay $19 once and keep the file.

Is payment secure?

Checkout is handled by Stripe. We never see or store your card details.