1 / 8 Budget & money
Freelancer Client & Finance Tracker
Track clients, projects, invoices, income, expenses, and estimated taxes in one printable binder. Built for freelancers who need more than a notebook but find accounting software overkill. 5 minutes a day. 10 hours saved at tax time.
- 28 pages
- Letter & A4
- Color & low-ink
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What's inside
- Unfold Factory Studio's Freelancer Client & Finance Tracker is a complete business management system for freelancers, consultants, and gig workers. 28 pages of structured trackers, calculators, and planning tools -- printed and placed in a binder you actually use every day.
- 4 PDF files included
- US Letter (8.5 x 11 in) -- full color
- A4 (210 x 297 mm) -- full color
- US Letter -- printer-friendly low-ink version
- A4 -- printer-friendly low-ink version
- Client Directory -- 14-row contact database with names, companies, emails, rates, and contract dates. One place for every client relationship.
- Project Tracker -- 22-row log with deadlines, status, quoted vs actual amounts. Spot scope creep before it costs you.
- Invoice Log -- 14-row tracker with amounts, dates sent and paid, days outstanding, plus totals for invoiced, received, and outstanding balances.
- Monthly Income by Client -- 12-month income matrix split H1/H2 with annual totals. See exactly who pays you and when.
- Expense Tracker -- 52 rows across 2 pages, 10 categories, receipt and tax-deductible flags on every row, page totals, and deductible breakdown.
- Quarterly Tax Estimator -- all 4 quarters with monthly income/expense/net breakdowns, tax rate input, estimated payment, due dates, and confirmation tracking. The page that saves you from surprise tax bills.
- Mileage Log -- 28 rows with 2026 IRS rate ($0.70/mile) pre-filled and automatic deduction calculation.
- Annual Income Summary -- 12-month revenue, expenses, profit, tax paid, plus key metricsprofit margin, effective tax rate, monthly averages.
- Rate Calculator -- dual-panel hourly and project rate calculators with industry comparison fields. Price your work with confidence.
- Client Onboarding Checklist -- 15 steps from inquiry to welcome packet. Print one per new client.
- Project Scope Template -- deliverables, payment terms, revision policy, dual signature lines.
- Weekly Time Tracker -- 10 rows across 7 days with billable rate and estimated revenue.
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