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Trackers, planners and calculators for freelancers and small businesses: clients, hours, costs, invoices and expenses.
14 products
Client Tracker for Excel – Leads, Follow-Ups and Contact Log
Know who to contact next, in one Excel workbook.
Budget Planner for Excel – Household Budget, Savings Goals and Debt Payoff (5 Languages)
Plan income, spending, savings goals and debt payoff in Excel.
Mileage & Vehicle Cost Tracker for Excel – Trip Log and Costs
Log business and personal trips and vehicle costs in one Excel workbook.
Client Onboarding & Handoff Kit – 10 Worksheets for Canva and PDF
Start client projects clearly and hand them off cleanly.
Content & Campaign Planner for Excel – Social Posts and Campaign Review
Plan posts, prepare content and review campaign results by hand in one workbook.
Expense and Receipt Desk – Offline Expense Tracker
See what you spent and which receipts still need attention.
Inventory Tracker for Excel – Stock, Movements and Reorder List
See what is in stock and what to reorder, in one Excel workbook.
Job Application Tracker for Excel and Google Sheets
Keep applications, interviews and follow-ups in one place.
Price & Margin Studio – Excel Pricing and Discount Calculator
Price products from real costs, fees and margin, in one Excel workbook.
Project Cost & Capacity Desk – Margin and Workload Planner
Check margin and weekly capacity before you accept more work.
Small Business Cash & Invoice Desk – Quotes, Invoices and Part Payments
Quotes, invoices, part payments and cash in one offline app.
Bills & Renewals Tracker – Subscription and Due Date Calendar (Offline App)
Know what is due and when to cancel, in one offline browser app.
Project Delivery & Task Planner for Excel – Tasks, Blockers and Workload
See overdue tasks, blockers and workload for client projects in one Excel workbook.
Bookkeeping & Month-End Check – Small Business Excel Spreadsheet
Record real cash in and out, then compare each account with its statement.