Shop / Excel (.xlsx), Example and Blank versions, plus a Quick Start Guide

Sole Trader Finance Tracker AU

Track invoices, expenses, GST, BAS and tax set aside in one simple Excel workbook.

AU$7.43 was AU$9.90 incl. GST

25% off on Etsy until 31 October

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General information only, not financial, tax or legal advice. Results will vary and are not guaranteed. Estimates only. Check the ATO, business.gov.au or a registered tax agent for your own situation.

About this product

Keep your business money in one place. The Sole Trader Finance Tracker AU is an Excel workbook for Australian sole traders and freelancers. Record invoices and expenses, see who owes you money, keep track of GST, and see an estimate of what to set aside for tax.

The dashboard shows your financial year so far: income, costs, profit and money owed to you. Cream cells are for your own information and grey cells work things out for you, so it is clear where to type.

Instant download

What is included

  • Two Excel files (.xlsx): an Example version filled in with sample figures so you can see how it works, and a Blank version ready for your own numbers.
  • A Quick Start Guide (PDF).

Made for

Who it is for

  • Sole traders, freelancers and side hustlers in Australia.
  • Anyone who wants a clear picture of income, costs and profit.
  • People preparing for BAS or tax time who want tidy records.

Inside the workbook

  • Start Here
  • Dashboard
  • Invoices
  • Expenses
  • Clients
  • Monthly
  • BAS
  • Tax
  • Settings

Good to know

  • Digital download. Nothing is posted.
  • For personal use.

General information only, not financial, tax or legal advice. Results will vary and are not guaranteed. Estimates only. Check the ATO, business.gov.au or a registered tax agent for your own situation.

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