Finance Planner for Creatives - Starter (FREE)
Finance Planner for Creatives - Starter (FREE)
An intuitive, spreadsheet-based tracker to help freelancers, solopreneurs, and small businesses stay on top of their finances.
The Starter plan includes itemized income and expense trackers with sortable, filterable entries, customizable dropdowns, and linked subcategories. Visual calendar views highlight high and low totals and help you spot patterns across the year—monthly totals and cumulative amounts update automatically. Built in Google Sheets so you can access it anytime, anywhere—no app or login required. Free forever.
Start strong with an easy-to-use finance tracker designed specifically for freelancers, solopreneurs, and small business owners.
What’s Included:
✔️ Track Taxable Income & Business Expenses
— Log itemized entries with structured tables and linked category/subcategory tagging
✔️ Customizable Dropdown Menus
— Tailor your tracker with editable subcategories, retailers, and payment methods
✔️ Dynamic Calendar Views
— See your income and expenses mapped by day, viewed in a yearly calendar, with highlighted high and low totals to help you spot trends at a glance.
✔️ Monthly, Yearly, & Cumulative Totals
— Monitor your finances over time with automatic monthly breakdowns, average monthly calculations, and running yearly totals
✔️ Built-in Sorting & Filtering
— Quickly find, sort, filter, and organize your entries for easy analysis
✔️ Accountant Friendly
— Easily print and share your itemized income and expenses with your accountant for tax time
✔️ No App Required
— Set up in Google Sheets: no new downloads, no extra passwords, access from anywhere, anytime, and can even be used offline (with settings enabled)
🎉 Free Forever — No trial period, no payment wall, just solid tools to help you get clear on your finances
Option Comparison Chart
Looking for more than the basics?
Take a step up from the free Starter version with the Plus tier — designed for those who want more structure around their finances. You’ll unlock planned budget tracking, yearly summaries, and category breakdowns to help you stay organized and on track all year long. Pay once, use forever.
Ready to go all in?
Elevate to the Complete edition to get a holistic view of your total financial health — not just your business. You’ll gain access to dynamic monthly summaries, detailed profit & loss reports, personal expense and non-taxable income tracking, expanded budget planning, tax estimation, goal-setting and progress tracking tools, and much more. Pay once, use forever.
Disclaimer
This tool is built exclusively for use with Google Sheets and is not compatible with Microsoft Excel or other spreadsheet software. Some features may not display or function properly outside of the Google Sheets environment.
Terms of Use & Copyright
This finance planning tool, including its design, structure, formulas, layout, and associated materials, is the intellectual property of The Student Architect and is protected under applicable copyright laws.
By accessing or using this tool, you agree to the following terms:
This tool is provided for personal or internal business use only and may not be copied, shared, redistributed, or resold, in whole or in part, without explicit written permission.
You may customize and adapt the tool for your own use, but you may not distribute modified versions.
No warranties or guarantees are made regarding accuracy, completeness, or suitability for your specific financial situation. This tool is not a substitute for professional financial, tax, or legal advice.
Use of this tool is at your own discretion and risk. The Student Architect is not responsible for any losses or damages resulting from the use of this product.
