Freelancer Business Tracker FY 2026-27 Excel | Invoice, Payment, TDS, Expense & Client Dashboard for India

Know who owes you money, how late they are, and what you actually earned this year. This Excel tracker is built for Indian freelancers: the April to March financial year, rupees in lakh format, TDS deducted by clients, and invoices in USD, GBP or EUR that land in your bank as rupees.

Log an invoice once. When the money arrives, add the date and the amount that reached your bank. Status, due date, days late, TDS and your dashboard all update by themselves.

What's inside (8 tabs):

• Dashboard - received this FY, money still owed, profit and margin, amount to set aside for tax, a "chase these payments" list and 3 live charts

• Invoices - 500 rows with client dropdown, currency and FX rate, TDS %, due date from payment terms, and Paid / Due / Overdue status

• Clients - invoiced, received, outstanding, average days to pay and share of income for every client

• Expenses - 500 rows with categories and business use % for shared costs like your phone or internet

• Pipeline - leads and proposals with stage, win chance, weighted value and follow-up dates that turn red when due

• Monthly Summary - April to March invoiced, received, TDS, expenses, profit, tax set-aside and progress to your monthly goal

• Setup - your name, FY start, default payment terms, tax set-aside %, income goal, and editable lists

• Start Here - a simple guide to get set up in about 10 minutes

Why freelancers like it:

• Made for India, not a converted US template

• Handles overseas clients: enter the foreign amount and rate, and track what really reached your bank after fees

• Sample data included so you can see how it works, then replace it

• Yellow cells are inputs, white cells are formulas. Hard to break.

• No macros, no login, works offline

• Opens in Excel 2016 or later, Microsoft 365, Google Sheets and LibreOffice

Good for designers, developers, writers, editors, consultants, tutors and anyone who invoices clients.

Note: this is a tracking and planning tool. It does not create GST invoices, and the tax set-aside is a savings guide, not a tax calculation. Check your actual tax with a CA.