Using the Summaries tab

The cells in this column are locked and cannot be modified.

This column shows you how much income you can expect to receive in each month based on the invoices you have sent to your clients.

It is automatically populated from the data in the Month Due and Amount Invoiced for this Payment columns in the Income tab.

The cells in this column are locked and cannot be modified.

This column shows you how much income you have received in each month.

It is automatically populated from the data in the Month Paid and Amount Received for this Payment columns in the Income tab.

The cells in this column are locked and cannot be modified.

This column shows you how many hours you have worked in each month.

It is automatically populated from the data in the Month Worked and Hours Worked for this Payment (Act.) columns in the Income tab.

The cells in this column are locked and cannot be modified.

This column shows you how much you spent on allowable expenses in each month.

It is automatically populated from the data in the Month and Total Amount Paid columns in the Expenses tab.

The cells in this column are locked and cannot be modified.

This column lists the allowable expense categories for the country in which you pay taxes.

It is automatically populated from the expense categories list in the Quick Start & Data Validation tab.

The cells in this column are locked and cannot be modified.

This column shows you how much you have spent in total in each of the allowable expense categories.

It is automatically populated from the data in the Total Amount Paid column in the Expenses tab.

Select the name of each client from the drop-down menu that appears when you click on the cell.

The drop-down menu is populated from the client names list in the Quick Start & Data Validation tab. Don’t worry if you see a “0” as the bottom item on the list; it’s part of the formula I use to ensure that each client name you add to the Client Name column in the Income tab gets added to this list automatically.

The cells in this column are locked and cannot be modified.

This column shows you the percentage of your total income that each of your clients represents in the current year.

It is automatically populated from the data in the Amount Received (monthly) and Amount Received (per client) columns in the Summaries tab.

Enter the date on which you last had contact with the client.

This data can be useful in reminding you to reach out to clients you have not heard from in a while if you would like repeat work from them.

Enter any notes you wish to record about each client.

Enter the client number (or another unique identifier) that you have assigned to each client, if applicable.

The cells in this column are locked and cannot be modified.

This column shows you the total number of hours that you have worked for each client in the current year.

It is automatically populated from data in the Total Hours Worked (Act.) column in the Income tab.

The cells in this column are locked and cannot be modified.

This column shows the total income you have received from each client in the current year.

It is automatically populated from data in the Amount Received for this Payment column in the Income tab.

The cells in this column are locked and cannot be modified.

This column shows the average hourly rate of the total income you have received from each client in the current year.

It is automatically populated from data in the Amount Received (per client) and Hours of Work Done This Year (per client) columns in the Summaries tab.