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Fiverr Pro
English
$
USD
I will customize an excel income expense and invoice tracker
About this Gig
Keep client payments, expenses and unpaid invoices in one practical Excel workbook.
For $45, I will personalize my existing freelancer tracker with your business name, two brand colors and up to eight expense-category labels. You receive an editable XLSX workbook and setup instructions, with one revision to the agreed personalization.
The workbook includes an overview, partial-payment tracking, overdue invoice states, monthly cash summaries and an adjustable savings-reserve target. Capacity: 200 invoices and 500 cash entries. USD only. Delivery: 3 days after complete requirements.
This is customization of a reusable template, not a spreadsheet built from scratch. Your purchase includes a nonexclusive license for one business's internal use. The underlying template remains reusable; exclusive ownership and resale rights are not included.
AI tools assist with customization and formula checks. Gallery figures are fictional examples. Excel desktop is the supported format. This service excludes tax advice, bank connections, macros, data entry and new features. Please message before ordering if you need a different scope.
Platform:
Excel
Development technology:
Excel
Expertise:
Formatting
•
Formulas
•
Data validation
FAQ
Is this a custom-built spreadsheet?
It is personalization of my existing reusable freelancer tracker. I adjust your business name, colors and expense-category labels. New features require a separate scope.
What does one revision cover?
One round of changes to the agreed business name, two colors and up to eight category labels. Extra sheets, integrations, capacity changes and new calculations are outside this package.
Does it calculate taxes?
No. The reserve feature applies your chosen savings percentage to positive quarterly net cash profit. It does not calculate tax liability, deductions or deadlines.
Can I use Google Sheets?
The deliverable is an XLSX workbook intended for current desktop Excel. Native Google Sheets setup and compatibility testing are not included.
Will you use AI?
Yes. AI tools assist with customization, instructions and formula checks. Please discuss a requirement for non-AI work before ordering.
Can I resell it?
No. The package grants one business a nonexclusive internal-use license. You may share reports from your own data with your accountant, but not redistribute or resell the template.
