Monthly Budget Planner & Dashboard
Set a budget, log what comes in and goes out, and the dashboard shows income, spending, savings and what's left, with every category checked against…
Self-Employed Bookkeeping Spreadsheet
Simple bookkeeping for the self-employed — in one spreadsheet
Record takings and expenses as you go. The spreadsheet sorts every expense into the HMRC Self Assessment categories and works out your monthly profit and tax-year totals for you.
£4.99one-off · no VAT · instant download
Buy & download
Secure card checkout on our client portal (Stripe). Your download is ready the moment payment goes through. How it works
- Excel .xlsx
- Google Sheets
- Numbers
- LibreOffice
In the download (32 KB zip)
Daedalus-Design-Self-Employed-Income-Expense-Tracker-UK.xlsx
What's included
- Income log — date, customer, description, amount, paid or unpaid
- Expense log — pick from the HMRC Self Assessment expense categories
- Monthly summary — income, expenses and profit for each month of the tax year
- Tax-year totals by category — the figures you copy into your return
- Mileage log — business miles at the HMRC 45p / 25p approved rates
- Built for the UK tax year — 6 April to 5 April, set the start year once
- Guide sheet — how to use it in ten minutes a month
Perfect for
- Sole traders and the self-employed
- Side hustles and second incomes
- eBay, Etsy and Vinted sellers
- Tradespeople and drivers
- Freelancers and contractors
- Anyone dreading 31 January
Totals Itself
Monthly and tax-year summaries update as you add rows.
HMRC Categories
Expenses sort into the Self Assessment categories.
Mileage Built In
Business miles at 45p / 25p per mile, worked out for you.
Your Data Stays Yours
A file on your own computer — no app, no bank login.
Questions
Does it work in Google Sheets?
Yes. Upload it to Google Drive and open it with Google Sheets — the formulas work. It also opens in Numbers and LibreOffice.
Will it file my tax return?
No — it gives you organised figures by HMRC category to copy into your return or hand to your accountant. It isn't tax advice.
Can I use it for more than one year?
Yes. Save a copy each April and set the new start year on the Settings sheet.
How do I get the files?
Press Buy, sign in or create an account on our client portal and pay by card. Your download appears under My downloads as soon as payment goes through, and you can download it again at any time.
Something not right?
Email hello@daedalusdesign.co.uk and we'll put it right: a corrected file, a different format or a refund. See refunds and faulty files.
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