{"product_id":"freelance-writer-bookkeeping-invoice-tracker","title":"Freelance Writer Bookkeeping and Invoice Tracker","description":"\u003cp\u003eThis bookkeeping spreadsheet is built for a freelance writer, with income lines for copywriting, retainers, articles and editing instead of one vague service income line. It is for copywriters and content writers who want to know how much of their income is steady and how much has to be found each month.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eIncome and expense lines for writing work\u003c\/h2\u003e\u003cp\u003eA generic template opens on product sales and service income. These categories describe a writing business, and both lists are dropdowns so entries stay consistent all year.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e Copywriting, Content retainers, Articles and blogs, and Editing and proofing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e Software and subscriptions, Contractors, Research and sources, Equipment and more\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eRetainers apart from one-off pieces\u003c\/h2\u003e\u003cp\u003eA retainer is income you can count on, while a per-piece fee is income you have to go out and find. A single service income line hides which is which. With Content retainers on their own line, the ledger doubles as a retainer tracker.\u003c\/p\u003e\u003ch2\u003eInvoices and mileage\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eInvoices:\u003c\/strong\u003e an invoice tracker for invoices raised, sent, paid and overdue\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage:\u003c\/strong\u003e each trip given a reason from a dropdown, such as client meeting, interview, coworking or conference, with the year totaled\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eThe rest of the ledger\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome and Expenses:\u003c\/strong\u003e 500 rows each\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly and Quarterly:\u003c\/strong\u003e the totals tax is filed on\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit and Loss:\u003c\/strong\u003e built from the same two lists\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClients:\u003c\/strong\u003e 10 client records with what each has been worth\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances and Dashboard:\u003c\/strong\u003e what the business holds, and the whole picture\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here and Setup:\u003c\/strong\u003e setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eA bookkeeping spreadsheet, not an accountant. Tax rates and what you can claim are yours to set and yours to check.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo dynamic arrays, no macros, no add-ins and no subscription\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eTwo Excel files: a worked year with 364 income entries and 260 expense entries kept at a 67.1% margin, and a blank copy\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, which has one-click links to the Google Sheets versions\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready the moment payment clears. The spreadsheet is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDo I need Excel, or can I use Google Sheets?\u003c\/h3\u003e\u003cp\u003eEither. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.\u003c\/p\u003e\u003ch3\u003eCan I see retainer income separately?\u003c\/h3\u003e\u003cp\u003eYes. Content retainers have their own income line, apart from copywriting, articles and blogs, and editing and proofing.\u003c\/p\u003e\u003ch3\u003eDoes it track unpaid invoices?\u003c\/h3\u003e\u003cp\u003eYes. The Invoices tab follows each invoice as raised, sent, paid or overdue.\u003c\/p\u003e\u003ch3\u003eIs there an estimated tax tab?\u003c\/h3\u003e\u003cp\u003eNo. This file has monthly and quarterly totals and a profit and loss, but no estimated tax tab. Tax rates and what you can claim are yours to check.\u003c\/p\u003e\u003ch3\u003eHow many entries does it hold?\u003c\/h3\u003e\u003cp\u003e500 income rows and 500 expense rows, plus 10 client records.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597868204126,"sku":"OPX-145","price":27.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/freelance-writer-bookkeeping-invoice-tracker-01.jpg?v=1790832753","url":"https:\/\/opxviashop.com\/products\/freelance-writer-bookkeeping-invoice-tracker","provider":"OPXVIA","version":"1.0","type":"link"}