QuarterlyGet the kit — $39

For freelancers & side hustlers

Know exactly what to set aside before the tax bill lands.

Quarterly is a spreadsheet that tracks every dollar you invoice, every expense you write off, and tells you — this week, not next April — how much of your money isn't actually yours.

One payment. Instant download. Yours forever.
  • Works in Excel & Google Sheets
  • No subscription
  • No bookkeeping degree
The Quarterly spreadsheet open on a laptop, showing income and expense tables beside a quarterly tax set-aside summary

Freelance income is lumpy. Tax deadlines are not.

You guess at what to set aside, then hope it was enough.

Your expenses live in three apps, a shoebox, and your email.

Your accountant asks for a summary and you send a bank export.

What's inside

Income & invoice log

Log every invoice with client, date, amount and paid status. Chase what's outstanding without digging through email.

Quarterly tax set-aside

Set your rate once. Every payment you log tells you the dollar amount to move into your tax account that week.

Expense tracker with categories

Pre-built categories that map to how self-employment expenses are normally grouped, so nothing gets missed.

Year-end accountant summary

A single clean tab totalling income, expenses by category and tax already set aside. Print it, send it, done.

Built by someone who builds lending software for a living.

The formulas behind Quarterly come from years of building financial modelling tools — cash flow, set-asides, running totals that actually reconcile. It is not a pretty grid with a few sums in it.

Fill in one setup tab, then just log what comes in and what goes out. Everything else calculates itself.

  1. 1Open the file and set your tax rate and start month.
  2. 2Log income as you get paid and expenses as they happen.
  3. 3Read the set-aside figure and move that amount.
  4. 4Send the year-end tab to your accountant.

The Quarterly kit

$39

One payment. No subscription, ever.

  • Income & invoice log
  • Expense tracker with categories
  • Quarterly tax set-aside calculator
  • Year-end accountant summary
  • Excel (.xlsx) and Google Sheets versions
  • Free updates to the file

Secure card checkout · instant download link

Questions

Not ready yet?

Leave your email and I'll send one free tab — the quarterly set-aside calculator on its own — plus a note when the full kit updates.