Our Templates
Every template. One standard.
Production-grade. Defensively engineered. Built in Excel 365 with VBA, then ported to Google Sheets. Each template solves a specific, persistent problem for freelancers and self-employed professionals.
Our Templates
Production-grade. Defensively engineered. Built in Excel 365 with VBA, then ported to Google Sheets. Each template solves a specific, persistent problem for freelancers and self-employed professionals.
All-in-one workbook for tracking clients, invoices, expenses, and profitability. Automated dashboards give you a real-time view of your freelance financial health. Includes income categorisation, tax-ready expense tracking, and client payment status at a glance.
from $70 on Etsy
Comprehensive, scalable founder planner. Strategic business templates covering financial projections, milestone tracking, resource allocation, and growth planning. Built for founders who need structure without the overhead of enterprise software.
from $36 on Etsy
Precision food cost analysis for restaurants, caterers, and food businesses. Calculate recipe costs, set menu pricing, and track profit margins per dish. Ingredient-level cost breakdown with automatic price updates.
from $28 on Etsy
Customisable moving planner with cost-effective budget tracking and organized moving timeline. Covers pre-move logistics, shipping estimates, visa documentation tracking, and post-arrival setup tasks.
from $18 on Etsy
Structured event budgeting with category-level expense tracking, vendor payment schedules, and real-time budget-vs-actual reporting. Works for conferences, weddings, and corporate events alike.
from $18 on Etsy
Customizable curriculum planner with detailed lesson planning, student progress tracking, and schedule management. Covers multiple subjects and grade levels with built-in attendance and grading.
from $18 on Etsy
Budget dashboard aligned to your pay cycle. Tracks income, expenses, savings goals, and debt across every pay period. Includes a bill calendar, debt tracker, and visual progress charts — all auto-calculated.
from $18 on Etsy
Google Sheets budget tracker covering income, expenditure, a monthly summary dashboard, calendar view, purchases log, and to-do list. Pre-set formulas handle all calculations — no setup required.
from $13 on Etsy
Expense deduction optimizer with IRS mileage log and self-employed bookkeeping system. Tracks every deductible expense, auto-calculates mileage deductions, and generates a tax-ready year-end summary.
from $70 on Etsy
Calculates exactly how much to set aside each quarter for self-employment and income tax. Accounts for SE tax, federal brackets, and state rates so you never face a surprise bill at year end.
from $31 on Etsy
Google Sheets version of the tax reserve calculator. Enter your income and it computes federal, state, and self-employment quarterly estimated payments automatically.
from $31 on Etsy
Sets your hourly or project rate based on income goals, overhead, tax, and billable hours. Includes a market benchmark comparison so you can price confidently and profitably.
from $28 on Etsy
Google Sheets version of the rate calculator. Input your target income, expenses, and available hours to get a data-backed hourly or daily rate with tax and overhead built in.
from $28 on Etsy
Models your business cash flow with 3-scenario analysis (base, optimistic, conservative) and flat tax projection. Pinpoints your break-even month and shows runway at a glance.
from $69 on Etsy
Full bookkeeping system for small businesses. Auto-categorises transactions, produces a P&L, and tracks cash flow month by month — no accounting background needed.
from $28 on Etsy
Tracks every Etsy fee, ad spend, COGS, and transaction to give you true net profit per listing and per month. Includes a pricing calculator and margin analyser.
from $78 on Etsy
Full P&L with deduction tracker and tax export for Etsy shop bookkeeping. Organises income, fees, and expenses into a Schedule C–ready format for easy year-end filing.
from $63 on Etsy
Handmade business accounting template with automated income, fee, and expense tracking. Built for Etsy shop owners who need clean books without hiring an accountant.
from $70 on Etsy
Tracks Etsy sales tax collected by state, flags filing deadlines, and produces a state-by-state remittance summary. Built for US Etsy sellers navigating economic nexus obligations.
from $70 on Etsy
Full menu engineering system classifying dishes as Stars, Plowhorses, Puzzles, or Dogs. Calculates food cost per dish and overall menu profitability with automatic margin tracking.
from $84 on Etsy
Google Sheets version of the menu engineering matrix. Same classification system and food cost calculations, accessible from any device without Excel.
from $70 on Etsy
Complete kitchen inventory management with food waste tracking, par level alerts, and supplier cost analysis. Identifies your highest-cost waste categories and flags stock running low.
from $126 on Etsy
Kitchen manager tool covering purchase orders, stock control, and waste logging. Tracks supplier prices, generates reorder alerts, and measures waste value by category each week.
from $126 on Etsy
Restaurant staff scheduling with food costing and employee payroll management. Tracks hours, calculates labor cost as a percentage of revenue, and flags overtime before it blows your budget.
from $28 on Etsy
12-month cash flow model with break-even analysis and scenario planning for food businesses. Covers revenue, fixed and variable costs, and shows your profit position under three conditions.
from $69 on Etsy
Full project management system with an automated Gantt chart, task dashboard, resource tracking, and milestone log. Built for project managers who need structure without expensive software.
from $112 on Etsy
Manages up to 6 simultaneous projects from one dashboard. Each project has its own Gantt chart tab with a master overview sheet showing cross-project status at a glance.
from $105 on Etsy
Combines a Gantt timeline with a full project budget dashboard. Track tasks against schedule and spending against budget in one workbook — ideal for client-facing project delivery.
from $70 on Etsy
Full event management workbook with automated budget dashboard, vendor tracker, task list, and guest management. Built for event planners and small business owners running corporate or private events.
from $70 on Etsy
Category-by-category event budget tracker with vendor payment schedules and real-time budget vs actual reporting. Works for conferences, fundraisers, corporate events, and private parties.
from $18 on Etsy
All-in-one wedding planning spreadsheet covering budget tracking, guest list management, RSVP tracking, and vendor payment schedules. Keeps everything organised in one workbook.
from $35 on Etsy
Wedding planner with a visual budget dashboard, countdown tracker, vendor checklist, and seating plan helper. A streamlined, easy-to-use option for couples planning on a clear budget.
from $18 on Etsy
Personal finance planner covering 12-month income, expenses, savings goals, and debt tracking in one spreadsheet. Pre-built categories and automated totals mean zero setup time.
from $28 on Etsy
Automated bill payment planner aligned to your weekly pay cycle. Assigns each bill to the right paycheck, tracks what's paid and what's due, and shows your leftover balance after every expense.
from $18 on Etsy
Notion template combining a dynamic to-do list with a habit tracker. Tracks daily tasks, monitors habit streaks, and gives you a weekly productivity overview — all in one clean Notion workspace.
from $22 on Etsy
Notion planner covering semester schedule, assignment tracker, exam countdown, and study session logging. Designed for university students who want everything in one organised digital workspace.
from $22 on Etsy
Notion daily planner with time-blocked schedule, task list, and habit tracker built in. A single page to plan your day, track your progress, and build consistent routines.
from $8 on Etsy
Plan, draft, and schedule content across all platforms from one Notion workspace. Tracks post status, platform, content type, and publishing date — perfect for creators and small business owners.
from $21 on Etsy
Notion workspace for freelancers covering client management, project tracking, invoice log, and weekly planning. Everything a solo operator needs to stay organised and on top of their pipeline.
from $28 on Etsy
Comprehensive Notion planner built for medical and health sciences students. Covers rotation schedules, subject study logs, exam revision trackers, and clinical case notes — all in one workspace.
from $18 on Etsy
Excel financial dashboard for clinics and private practices. Tracks appointment revenue, expense categories, and staff costs with automated monthly summaries and visual reporting.
from $18 on Etsy
Automated bookkeeping template for Airbnb hosts and short-term rental owners. Tracks nightly revenue, platform fees, cleaning costs, maintenance, and occupancy rate month by month.
from $18 on Etsy
Budget and P&L planner for retail businesses. Tracks product sales, cost of goods, overheads, and profit margins with a monthly dashboard view built for shop owners and product sellers.
from $18 on Etsy
Detailed international relocation planner covering visa documentation, shipping estimates, budget tracking, and arrival setup tasks. Customisable for any destination with an organised moving timeline.
from $18 on Etsy
House move planner with budget tracker, box inventory log, and room-by-room packing checklist. Keeps your move costs under control and every item accounted for.
from $13 on Etsy
Stress-free camping checklist with a customisable packing list, trip budget tracker, and meal planner. Covers every category from shelter and cooking to first aid and navigation.
from $8 on Etsy
Annual planner for goal setting, monthly budgeting, and habit tracking. Break your yearly goals into quarterly milestones and monitor your progress week by week throughout the year.
from $28 on Etsy
All-in-one daily planner combining habit tracking, mood logging, and meal planning. Designed for people who want a holistic view of their wellbeing and daily routines in one place.
from $8 on Etsy
Simple, fun picnic planning template with a guest list, food and drink checklist, equipment tracker, and budget summary. Perfect for family gatherings, birthday picnics, and outdoor events.
from $13 on Etsy
How It Works
Every template is delivered as an instant digital download through Etsy. You get both the Excel (.xlsm) file and a Google Sheets version.
Excel versions are optimised for Excel 365 on Windows and Mac. VBA macros are included where needed for automation — no add-ins, no Power Pivot, no external dependencies.
Google Sheets versions are fully ported with Apps Script where the Excel version uses VBA. Same functionality, native platform experience.
Visit Etsy ShopDon’t see what you need?
We build custom templates and tools for freelancers and small businesses. Tell us your workflow and we’ll scope it.