Crosspocket / Freelancer Finance Kit

Blank Notion-ready CSVs

Track income, expenses, and invoices.

Choose a blank tracker for income and expenses or invoices and payments. Import it into Notion, then add your own records.

Freelancer Finance Kit · Downloads

Start with an empty file.

Each download contains column headers only. There are no example clients, invoices, transactions, amounts, dates, or preset rates.

01 · Income, expenses & profit

Income & expense tracker

Track money in or out with a date, type, description, amount, category, and currency. Follow the setup below to calculate totals and profit separately for each currency.

Download income & expense CSVfreelancer-income-expense-template.csv

02 · Invoices & payments

Invoice & payment tracker

Keep client and invoice details, amounts, due dates, and payment status together in one Notion database.

Download invoice & payment CSVfreelancer-invoice-payment-template.csv

Notion import · Income, expenses & profit

Import the tracker, then add calculations

  1. Download freelancer-income-expense-template.csv. In Notion, type /csv or go to Settings → Import → CSV, then choose the file. Its six headers become properties; the blank file creates no transaction rows.
  2. If Notion asks for a database title property, use Description. Set Date to Date, Type to Select with the options Income and Expense, and Amount to Number. Keep Category and Currency as text or select properties. Enter expense amounts as positive numbers.
  3. In the tracker, add Formula properties named Income amount and Expense amount:

    Income amountif(prop("Type") == "Income", prop("Amount"), 0)

    Expense amountif(prop("Type") == "Expense", prop("Amount"), 0)

  4. Create a Currency summary database with one row per currency. Add a relation to the tracker, keep each entry’s Currency value, and link each entry to its matching currency row. Add rollups that sum Income amount and Expense amount; name them Income total and Expense total.
  5. In Currency summary, add a Number property named Set-aside rate, format it as Percent, and leave it blank until you choose a rate. Add Formula properties:

    Profitprop("Income total") - prop("Expense total")

    Set-aside amountif(empty(prop("Set-aside rate")), 0, prop("Profit") * prop("Set-aside rate"))

    Remaining profitprop("Profit") - prop("Set-aside amount")

Each summary row calculates only its linked currency. Keep currencies in separate rows; do not add, subtract, or convert amounts across currencies. These are arithmetic planning calculations only; they are not tax advice and do not establish tax liability.

Invoice & payment tracker fields

  • Client Name
  • Client Email
  • Invoice Number
  • Invoice Date
  • Description
  • Amount
  • Currency
  • Due Date
  • Payment Status
  • Payment Date
  • Notes

Notion import · Invoice & payment tracker

Import the invoice & payment CSV

  1. Open the Notion page where you want the invoice and payment tracker.
  2. Choose Import, then CSV.
  3. Select freelancer-invoice-payment-template.csv.

This imports the invoice and payment template above. The income and expense tracker is a separate download.