{"product_id":"web-developer-bookkeeping-invoice-tracker","title":"Web Developer Bookkeeping and Invoice Tracker","description":"\u003cp\u003eThis bookkeeping spreadsheet is set up for a web developer or small agency, with builds, maintenance plans and resold hosting each on their own line. It is for freelance developers who want to see whether recurring care plans actually cover the servers behind them, with invoices and a tax estimate in the same file.\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 web work\u003c\/h2\u003e\u003cp\u003eA generic template opens on product sales and service income. Here the developer accounts describe the work, and both lists are dropdowns so the year stays consistent.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e Build projects, Maintenance plans, Hosting resold, and Support and changes\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e Hosting and infrastructure, Software and subscriptions, Contractors, Domains and licenses, and more\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eHosting on both sides\u003c\/h2\u003e\u003cp\u003eHosting is a cost and a revenue line at the same time. A care plan billed monthly against servers paid monthly is a margin many developers never see, because the two numbers live in different places. With Hosting resold and Hosting and infrastructure side by side, the ledger works as a hosting tracker and care plan tracker in one.\u003c\/p\u003e\u003ch2\u003eInvoices, mileage and tax\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 site, workshop, conference or coworking, with the year totaled\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEstimated Tax:\u003c\/strong\u003e an amount set aside as you go\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 380 income entries and 358 expense entries kept at a 39.8% 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 if my hosting and care plans make money?\u003c\/h3\u003e\u003cp\u003eYes. Hosting resold and Maintenance plans are income lines, and Hosting and infrastructure is an expense line, so you can compare what you charge with what you pay.\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\u003eWill it calculate my tax?\u003c\/h3\u003e\u003cp\u003eIt sets aside an estimated tax amount as you go. It is a bookkeeping spreadsheet, not an accountant, so tax rates and what you can claim are yours to set and 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":67597868269662,"sku":"OPX-146","price":32.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/web-developer-bookkeeping-invoice-tracker-01.jpg?v=1790832759","url":"https:\/\/opxviashop.com\/products\/web-developer-bookkeeping-invoice-tracker","provider":"OPXVIA","version":"1.0","type":"link"}