Freelancer Budget Format Template

Freelancer Budget Format


1. Income

Source of Income

Amount

Due Date

Paid Date

Status

Project 1

$

Pending/Completed

Project 2

$

Pending/Completed

Recurring Income (e.g., retainer)

$

Pending/Completed

Other Income (e.g., affiliates, gigs)

$

Pending/Completed

Total Income

$

2. Business Expenses

Expense Category

Amount

Due Date

Paid Date

Status

Software/Tools (e.g., Adobe, etc.)

$

Paid/Unpaid

Office Supplies (e.g., printer ink, paper)

$

Paid/Unpaid

Internet/Phone

$

Paid/Unpaid

Marketing & Advertising

$

Paid/Unpaid

Accounting/Bookkeeping

$

Paid/Unpaid

Taxes (estimate)

$

Paid/Unpaid

Total Business Expenses

$

3. Personal Expenses

Expense Category

Amount

Due Date

Paid Date

Status

Rent/Mortgage

$

Paid/Unpaid

Utilities (e.g., electricity, water)

$

Paid/Unpaid

Groceries

$

Paid/Unpaid

Transport (e.g., fuel, transit)

$

Paid/Unpaid

Insurance (health, etc.)

$

Paid/Unpaid

Savings/Investments

$

Paid/Unpaid

Entertainment (e.g., subs, hobbies)

$

Paid/Unpaid

Loan/Credit Card Payments

$

Paid/Unpaid

Miscellaneous Expenses

$

Paid/Unpaid

Total Personal Expenses

$

4. Summary

Category

Amount

Total Income

$

Total Business Expenses

$

Total Personal Expenses

$

Net Income (Income - Expenses)

$

5. Savings Goals (Optional)

Savings Goal

Amount Target

Amount Saved

Remaining

Emergency Fund

$

$

$

Retirement Fund

$

$

$

Future Investments

$

$

$


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