Bolzei Freelancer Finance Dashboard | Excel & Invoice Tracker
Keep your freelance finances, invoice follow-ups and project pricing in one practical Excel workbook. The Bolzei Freelancer Finance Dashboard is designed for independent freelancers and solo-business owners who want manual tracking without a subscription or bank integration.
What you receive
- Editable Excel (.xlsx) finance dashboard with formulas and a 2026 monthly chart
- Transaction income, spending and processing-fee tracker (300 input rows)
- Invoice log with balance-due calculations and overdue status (150 input rows)
- 24-month monthly summary covering 2026–2027
- Project pricing calculator using direct costs, fees and optional buffer
- Separate example data sheet and PDF quick-start guide
How it works: Download the ZIP, open the workbook in Microsoft Excel, read START HERE, then enter your own records. The default displayed currency is USD; changing cell formats does not perform currency conversion. No macros or bank connection.
Important: Educational recordkeeping tool, not tax, legal, accounting or investment advice. Keep backups and reconcile against bank/payment-provider statements. No physical product will be shipped. Single-business internal-use license; no resale or redistribution of source files.
New to invoice tracking? Read our free guide to tracking paid, unpaid and overdue invoices in Excel, with a worked example and a simple weekly routine.