Freelancer Budget Spreadsheet with Tax Set-Aside, Monthly (XLSX + ODS)
By EducoPrice in USD. Local taxes calculated at checkout.
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- 1 ZIP download · XLSX, ODS, TTF, TXT, ZIP formats · 3 tabs; XLSX + ODS
- Buyer protection. Corrupt or mismatched files? Full refund.
Item details
A monthly budget for self-employed people with three income streams and an automatic tax set-aside row driven by a percentage you choose.
The Monthly Budget sheet lists 3 income sources (Client work A, Client work B, Retainer) and 12 expense lines grouped as Business, Taxes, Personal, Savings. Each line has Planned, Actual and Difference columns plus Notes; each group has its own subtotal row, and totals feed a money-left and savings-rate block. The Summary sheet turns the group subtotals into a pie chart and a planned-vs-actual column chart with a share-of-spend column.
A tax set-aside cell (22% by default) drives a Tax set-aside expense row from your income. Negative money-left cells turn red automatically.
The editable tabs are Monthly Budget: Income, 4 expense groups with subtotals, totals, money left and savings rate.; Summary: Category table with share of spend plus a pie and a column chart..
The example amounts are made-up round numbers for a fictional household; overwrite the input-coloured cells with your own.
All files arrive together in one ZIP: XLSX + ODS workbook versions, Poppins, Nunito OFL font files and licences, and README.txt. The Start Here tab explains inputs, calculations and how to clear the worked entries.
The workbook contains 61 formulas. Its mulberry design uses coloured input cells and separate calculation cells. Use the supplied fonts for the exact layout shown.
Works with spreadsheet software supporting XLSX + ODS files. Digital download; no macros or external data connections.
Live charts are in the XLSX version. The ODS copy retains the input cells, working formulas and numerical summaries without embedded chart objects.
File specs
| Formats | XLSX, ODS, TTF, TXT, ZIP |
|---|---|
| Dimensions | 3 tabs; XLSX + ODS |
| Color space | sRGB |
| Downloadable files | 1 ZIP download · XLSX, ODS, TTF, TXT, ZIP formats |
| Category | Templates |
| Last updated |
What you’ll download
- zipfreelancer-budget-spreadsheet-with-tax-set-aside-monthly.zip110 KB
License and usage
- Personal · $6.49
- Use the files in your own non-commercial projects: home prints, gifts, personal social posts and school work. Anything made with them can’t be sold.
- Commercial · $15.99
- Use the files in client work and in products you sell, up to 5,000 units across all products. Credit is appreciated but not required.
No license allows reselling, sharing or redistributing the original files as they are, including in free packs or AI training sets.
