I shipped two free solopreneur spreadsheets: monthly P&L + quarterly tax set-aside
I kept losing the month in a pile of invoices, then guessing what I should park for quarterly taxes.
So I shipped two free, formula-only workbooks:
- A monthly P&L workbook to see income, expenses, and profit in one place.
- A quarterly tax set-aside workbook to turn that profit into a simple amount to reserve.
They work in Excel and Google Sheets, with no macros.
Free downloads: https://solopreneurpl.com
If it’s useful, Pro is $19 for a one-file version. This isn’t tax advice.
Freelancers who still use spreadsheets: I’d love the brutal feedback. What would make these more useful—or less annoying?
The pain is clear, but the two-workbook setup leaves the buying signal open. Have any users shown willingness to pay for one of them yet?
Not yet — zero paid conversions so far.
Free lite is doing the work right now (Close sheet + Confidence Check). Pro is $19 when someone wants monthly + quarterly in one file, but I’m not forcing that until strangers actually download and stick.
Happy to hear what you’d pay for if the Close flow nails “Am I done yet?”
The Close flow is the part I’d be interested in discussing before putting a price on it. If you’re open to it, what’s the best email to reach you on?
This is a useful pain point because the job is not really “make a spreadsheet.” It is “stop guessing at the exact moment the month is already messy.”
I reckon the thing that would make it less annoying is a very clear monthly close flow: import or paste transactions, categorise anything uncategorised, check owner draws, see profit, then see the tax set-aside number. If the sheet tells me what is missing before I trust the result, I’m much more likely to keep using it.
One small thing I’d consider adding: a “confidence check” section at the top. Something like uncategorised expenses, missing income, unusually high categories, and last updated date. That turns it from a calculator into a habit.
Appreciate this — you nailed the job.
It’s not “make a spreadsheet.” It’s stop guessing when the month is already messy.
I’m going to lean into a clearer monthly close flow and a Confidence Check up top (uncategorized, missing income, weird categories, last updated) so the number is something you trust before you act on it.
That’s the path from calculator to habit. Thanks for spelling it out.
Glad it landed.
One small test might be to watch someone do a month close with it and note where they hesitate. The hesitation points are probably the product roadmap: “Do I paste this here?”, “Is this income missing?”, “Can I trust this category?”, “Am I done yet?”
If the sheet can answer “Am I done yet?” clearly, that’s a big win for a solo operator.
Yeah — “Am I done yet?” is the whole game.
I just shipped a Close sheet on the free lite workbook for that: checklist + Confidence Check so the hesitation points show up before you trust the number.
Watching a real month close is the next test. Appreciate you sharpening it.
That was fast. Nice.
For the real month-close test, I’d watch for two things: where they pause, and whether they come back the next month without being reminded. The first tells you what to fix. The second tells you whether the Close sheet is becoming part of the habit.
If someone trusts the number and repeats the flow, you’re onto something.