A freelance business planner and client trackerRun the business without the chaos.the guesswork.the spreadsheet.the second app.
The CalmNCalculated Freelance Client Planner is a browser-based planner for freelancers, consultants and one-person studios, sold as a one-time $19.99 digital download on Etsy. It tracks clients, projects, invoices and income.
$19.99one-time purchase on Etsy
Try the Freelance Client Planner free, right here
This is the real app, running on this page. Tap “explore with sample data” to fill it with a sample freelance business.
The whole app, right here.
Loads in a second. Click around and change things.
Prefer a full window? Open the demo full-screen.
How the Freelance Client Planner works, step by step
The screen changes as you read.
The whole business, one screen.
What's paid, what's owed and who needs you next.
What each client needs from you.
Worked out from your own milestones, invoice dates and follow-ups.
Where the money actually stands.
Draft, sent, partial, paid or written off, worked out live from the due date. It tracks invoices. It does not write them.
Income that adds itself up.
Goal progress, a month-by-month chart and income by client, derived from your invoices, with nothing to type in.




Inside the app: 7 sections
- Dashboard
- 1This Week (pictured)
- Clients
- Projects
- 2Invoices (pictured)
- Income
- Contact Log


Freelance Client Planner specifications
- What it is
- A freelance client planner in three editions: a browser app (one HTML file), a 9-sheet workbook (.xlsx) and a printable pack of 10 templates in A4 and US Letter
- Who it's for
- Freelancers, consultants and one-person studios
- Main sections
- 7: Dashboard, This Week, Clients, Projects, Invoices, Income, Contact Log
- What it covers
- A client and project pipeline, from lead to past; invoice status (draft, sent, partial, paid or written off); an income dashboard derived from your invoices; a This Week view; a contact log with follow-up dates; CSV exports for clients, invoices and income
- Where data is stored
- In your own browser, on your own device. No server, no account, no sync.
- Internet required
- No. Works offline once downloaded
- Works on
- Windows, macOS, iPad, Android, Linux
- Exports
- CSV files that open in any spreadsheet, plus a full backup file
- Also included
- A 3-page Quick Start guide, the free 52-page book The Calm Freelancer, a Help tab in the app, light and dark mode, print-friendly views, and sample data you can load and clear
- Delivery
- Instant download from Etsy, five files
- Pricing model
- One-time purchase. No subscription, no recurring fee.
Freelance Client Planner FAQ
Does the Freelance Client Planner need a subscription?
What sections does the Freelance Client Planner have?
Where is my data stored?
Does it work offline?
What devices does it work on?
Can I use it on more than one device?
How do I get the files after I buy?
What exactly do I get?
You've already used it. That was the demo.
The app in the download is the app above, minus the sample data.
Budget Planner
For the household money your freelance income has to cover: twelve months, three budgeting methods and a subscription audit.
Try the Budget PlannerSixteen planners for life's big moments
Each is bought once, free to try with no sign-up, and keeps your data on your device.