Instructions
Quick, plain-English setup.
Every client, deadline and unpaid balance — on one screen.
Track all your clients and projects in one place, with overdue work and outstanding balances flagged automatically.
In the $10 bundle
Comes with 4 more finance templates · 7-day money-back guarantee · Excel + Google Sheets.
The built-in dashboard — every project's value, status and outstanding balance at a glance.
What's inside
Your book of work, in one view
Settings
Currency, status options and category labels in one place.
Client List
Your contacts and key details in one organised table.
Project Tracker
Every project with its client, deadline, status and unpaid balance — driven by dropdowns.
Dashboard
Active vs completed projects, total outstanding, with overdue projects flagged.
Why it's worth it
Nothing slips through
Overdue, flagged automatically — deadlines don't surprise you.
See what you're owed — unpaid balances per project roll up into one outstanding total.
One screen for everything — clients, projects, deadlines and money, colour-coded.
Clean status tracking — dropdown statuses keep the board tidy and accurate.
Know your workload — active vs completed at a glance, so you can plan what to take on next.
Who it's for: freelancers and small agencies juggling several clients and projects at once — tracking deadlines and unpaid balances in one view instead of in your head.
Questions
Before you buy
Can I customise the statuses?
Yes. Set your own status options in Settings (e.g. Active, On Hold, Completed) and they drive the dropdowns and colour-coding.
Does it track unpaid balances?
Yes. Each project records its balance, and the dashboard totals what's still outstanding across all clients.
Does it work in Google Sheets?
Yes. Built in Excel and fully compatible with Google Sheets.