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View Full Version : Earning And Expenses Tracking Tool - Excel Workbook
janyben
06-21-2011, 04:22 PM
Freelance and other WAH workers typically have several clients with many different streams of money coming in at all different times. It is very easy to forget key information about your clients, your work, and even your own personal budget and expenses. This is why I created the Freelancer’s Earnings and Expenses Tracking Tool. I needed a way to quickly see how much money I made every day, and how much more I needed to make to reach my weekly income goal. I also wanted to be able to see the information by client, as well as total earnings for any given time period. I created this Excel workbook because I could not find anything else like it. And now, I want to share it with you!
This Excel workbook includes several spreadsheets with everything you need to keep track of all your client’s information, your assignments, and your earnings, all in one place. You can see how much money you are earning from several prospectives and you will have the tools needed to set and then meet your financial goals.
The spreadsheets are filled with formulas, so most of the calculations are done for you. And, once you have the spreadsheet, you can update it year after year!
Detailed instructions are provided in the file. Even if you are not familiar with Excel, this spreadsheet is very easy to use.
Feedback from current users of the Freelancer’s Earnings and Expenses Tracking Tool:
"The Excel income spreadsheet really changed how I do work every day. Now that I can see my daily goal change as I write, it inspires me to do more work and work harder. I love watching the numbers change and knowing that I have a way to see how my writing is helping me make my finance goals. I would highly recommend this spreadsheet because being able to see what your finances are and how much you need to earn really aids in making those goals a reality."
Kim with Karsun Designs
karsundesigns.com
"I didn’t realize how much earning potential I had until I started using this spreadsheet. I had companies I had been accepted to write for that I totally forgot about. With this EXCEL spreadsheet, that certainly won’t happen again. I’ve also printed out the main sheet and posted it on a wall in my office, so I can easily glance up and see what’s happening. A Google doc fan, I’ve also uploaded it to the Google docs so I can easily use it wherever I’m as long as there is Internet access, which is just about anywhere in the world.
At first glance I found it a little difficult to understand, but after spending a few minutes looking through I was good and ready to start using it. The accompanying explanation guide makes setting up and using it a breeze. This spreadsheet has definitely improved my record keeping where my assignments are concerned as well as improved how much I earn. The improved earnings is a big plus for me – in these economic times who doesn’t want to.
Some of the great features of this document include being able to track how much I need to earn to meet my monthly expenses. Even though I hate budgeting, this document makes it easy to do. I’m sure that as I continue to use this spreadsheet it will become second nature."
Jessica Crooks
Superior Web Content
Visit Freelance Writer Road (link is in my siggy line) and click on the Earnings and Expenses Tracking Tool tab at the top. There is a screen print of one of the spreadsheets in the Freelancer’s Earnings and Expenses Tracking Tool.
To order your copy of the Freelancer’s Earnings and Expenses Tracking Tool, via PayPal, visit Freelance Writer Road (link is in my siggy line) and click on the Earnings and Expenses Tracking Tool tab at the top.
But Wait! There’s more! (Sorry, I just couldn’t resist. I just had to say this!!)
When you purchase the Freelancer’s Earnings and Expenses Tracking Tool, I will provide support for any issues that you might have. For example, you hit delete and lose a formula, just send me an email or contact me via instant message (Yahoo! IM = janis.bennett) and I will help you fix it.
I am also looking for more testimonials. So if you purchase the product and love it as much as I know you will, provide a testimonial and I will place it on my website with a link to your site, just like what I've posted above.
So, what are you waiting for? Bbecome more financially organized with the Freelancer’s Earnings and Expenses Tracking Tool and order yours TODAY!
This Excel workbook includes several spreadsheets with everything you need to keep track of all your client’s information, your assignments, and your earnings, all in one place. You can see how much money you are earning from several prospectives and you will have the tools needed to set and then meet your financial goals.
The spreadsheets are filled with formulas, so most of the calculations are done for you. And, once you have the spreadsheet, you can update it year after year!
Detailed instructions are provided in the file. Even if you are not familiar with Excel, this spreadsheet is very easy to use.
Feedback from current users of the Freelancer’s Earnings and Expenses Tracking Tool:
"The Excel income spreadsheet really changed how I do work every day. Now that I can see my daily goal change as I write, it inspires me to do more work and work harder. I love watching the numbers change and knowing that I have a way to see how my writing is helping me make my finance goals. I would highly recommend this spreadsheet because being able to see what your finances are and how much you need to earn really aids in making those goals a reality."
Kim with Karsun Designs
karsundesigns.com
"I didn’t realize how much earning potential I had until I started using this spreadsheet. I had companies I had been accepted to write for that I totally forgot about. With this EXCEL spreadsheet, that certainly won’t happen again. I’ve also printed out the main sheet and posted it on a wall in my office, so I can easily glance up and see what’s happening. A Google doc fan, I’ve also uploaded it to the Google docs so I can easily use it wherever I’m as long as there is Internet access, which is just about anywhere in the world.
At first glance I found it a little difficult to understand, but after spending a few minutes looking through I was good and ready to start using it. The accompanying explanation guide makes setting up and using it a breeze. This spreadsheet has definitely improved my record keeping where my assignments are concerned as well as improved how much I earn. The improved earnings is a big plus for me – in these economic times who doesn’t want to.
Some of the great features of this document include being able to track how much I need to earn to meet my monthly expenses. Even though I hate budgeting, this document makes it easy to do. I’m sure that as I continue to use this spreadsheet it will become second nature."
Jessica Crooks
Superior Web Content
Visit Freelance Writer Road (link is in my siggy line) and click on the Earnings and Expenses Tracking Tool tab at the top. There is a screen print of one of the spreadsheets in the Freelancer’s Earnings and Expenses Tracking Tool.
To order your copy of the Freelancer’s Earnings and Expenses Tracking Tool, via PayPal, visit Freelance Writer Road (link is in my siggy line) and click on the Earnings and Expenses Tracking Tool tab at the top.
But Wait! There’s more! (Sorry, I just couldn’t resist. I just had to say this!!)
When you purchase the Freelancer’s Earnings and Expenses Tracking Tool, I will provide support for any issues that you might have. For example, you hit delete and lose a formula, just send me an email or contact me via instant message (Yahoo! IM = janis.bennett) and I will help you fix it.
I am also looking for more testimonials. So if you purchase the product and love it as much as I know you will, provide a testimonial and I will place it on my website with a link to your site, just like what I've posted above.
So, what are you waiting for? Bbecome more financially organized with the Freelancer’s Earnings and Expenses Tracking Tool and order yours TODAY!
avonlady916
07-14-2011, 10:25 AM
Do you have a screenshot so we can see what we are getting?
Im always looking for ways to work smarter, not harder
Bonnie
Im always looking for ways to work smarter, not harder
Bonnie
Damion
07-14-2011, 11:30 PM
Does it work better than a spiral notebook?
LOL, sorry - I couldn't resist :-)
While I have not seen your spreadsheet, I can vouch for the method. I used to use my own all the time until I got to the point I had to build a relational database for all my stuff (well, I guess I did not have to but I took the time to do it because it sounded like a fun project :-) )
Your spreadsheet sounds like it could come in very handy for people that do more freelance work. Tools like this often pay for themselves the firt time you catch something where you didn't get paid :)
LOL, sorry - I couldn't resist :-)
While I have not seen your spreadsheet, I can vouch for the method. I used to use my own all the time until I got to the point I had to build a relational database for all my stuff (well, I guess I did not have to but I took the time to do it because it sounded like a fun project :-) )
Your spreadsheet sounds like it could come in very handy for people that do more freelance work. Tools like this often pay for themselves the firt time you catch something where you didn't get paid :)
janyben
07-18-2011, 08:58 AM
Hi Bonnie and Damion! Sorry I didn't reply sooner, I was off the computer all weekend!
Yes, this tool is perfect for freelancers, or anyone that has multiple streams of income coming in at all different times. So far, everyone that has used this spreadsheet has loved it and I have not received any negative comments, or even suggestions for change. In fact, people have told me that they have actually made more money when they used this spreadsheet because they've been much more organized and have set financial goals that they were able to meet.
I do have a screen print of one of the four spreadsheets in the workbook on my website. I don't think I am allowed to post a direct link, but here is the address: Freelance Writer Road: Earnings and Expenses Tracking Tool (http://freelancewriterroad.com/earnings-and-expenses-tracking-tool/)
Just copy and paste into your browser. Most of the information on that page is the same as my original post, but you can scroll down a bit to see the screen print. And that is where you can purchase the spreadsheet too, via PayPal.
Let me know if you have any questions!
Thanks,
Janis
Yes, this tool is perfect for freelancers, or anyone that has multiple streams of income coming in at all different times. So far, everyone that has used this spreadsheet has loved it and I have not received any negative comments, or even suggestions for change. In fact, people have told me that they have actually made more money when they used this spreadsheet because they've been much more organized and have set financial goals that they were able to meet.
I do have a screen print of one of the four spreadsheets in the workbook on my website. I don't think I am allowed to post a direct link, but here is the address: Freelance Writer Road: Earnings and Expenses Tracking Tool (http://freelancewriterroad.com/earnings-and-expenses-tracking-tool/)
Just copy and paste into your browser. Most of the information on that page is the same as my original post, but you can scroll down a bit to see the screen print. And that is where you can purchase the spreadsheet too, via PayPal.
Let me know if you have any questions!
Thanks,
Janis