Stay organized, save money.
Do you struggle to keep your finances organized each month? Do you have multiple income sources from different clients? Is it difficult to put money away for tax season while managing your expenses? Managing your financial life can be a headache.
That’s why I created these 5 free, yet powerful Google Spreadsheets – the same spreadsheets I use every day – to help you stay organized.
If you’re interested in learning how to set up your bank accounts to maximize your financial success, check out this article:
5 Intelligent Worksheets
This bundle includes a single Google Spreadsheet with 5 worksheets inside of it. With this setup, the worksheets can talk to each other and spit out relevant information. For example, when you punch in your monthly income, it will automatically subtract your expenses from another sheet and show you how much true net income you earned.
Here are the 5 worksheets you’ll get:
- Expenses (monthly and annualized budgets)
- Paycheck Divider (where does this money go?)
- Itemized Tax Deductions (how much can I deduct?)
- Annual Income Log (how much have I actually earned?)
- Annual Income Projector (what happens if I make $X?)
"I’ll admit it: accounting, taxes, and spreadsheets can be intimidating. That stuff used to put me to sleep, but now that I run my own business, I know they’re necessary tools and skills if I want to succeed. Luckily, I discovered Matt’s finance spreadsheets and they’ve made a HUGE difference in my freelance business.
I love that they’re easy to use and customize, even if you’re not the next Warren Buffet. They help me track my income and expenses and see the big picture so I can stay on top of my financial goals. And they’re FREE.
So if you’re a freelancer still struggling to get your finances organized, I’d definitely recommend checking out these spreadsheets. Seriously – you have NO excuse and I’m grateful that Matt put them together and is sharing them with his readers. "
Monthly Paycheck Divider
Do you have multiple income sources such as 1099 freelance income (pre-tax) and some W-2 payroll income (post-tax)? This worksheet has you covered. It tells you what you should save, automagically deducts your expenses, and tells you where the leftover money should go.
Annual Income Projector
Are you ambitious and curious to see how this year will go if you make a certain amount of money? Just enter what you think you’ll make into the annual income cell and the worksheet will tell you everything about the upcoming year in detail.
This worksheet shows you what you can deduct from your income each quarter. The irregular, quarterly estimated tax breakdown is accounted for in this worksheet.
Monthly & Annualized Expenses
Easily keep track of your personal and business expenses each month. The annualized view shows what you need to make each year in order to survive. This worksheet powers the algorithms in other sheets such as the Monthly Paycheck Divider.
It’s important to keep track of every penny you made in a calendar year. This is a simple worksheet that tallies up your pre-tax earnings for a birds-eye view of how you did this year.
Created in Google Docs
When you enter your email, I’ll send you a link which allows you to copy the Google Doc directly to your drive so you can avoid the hassle of importing and more importantly, maintain all the beautiful formatting I’ve created for you. Alternatively, you can import the files into Microsoft Excel or manually import them into Google Docs.
These worksheets are fully editable and customizable. Missing something? Just add it in. Don’t need that column? Just delete it. These sheets were created using the most basic excel formulas available to make everything easier for you.
Before I created these spreadsheets, I was always scrambling for cash to make my estimated quarterly tax payments. Now I save thousands of dollars each year by using these worksheets to control where my money goes each month.
Have a question? Send an email to firstname.lastname@example.org.