- Tax planner (Federal, State, FICA)
- Built-in PTO fund tracking (10% automatic)
- Operating reserve planner
- Liability reserve by client type
- Visual dashboard
- Works with any payment schedule
Special features
Managing contract income shouldn’t require multiple spreadsheets or complicated tools.
The Invoice Allocation Tracker & PTO Planner is a simple, powerful invoice tracker spreadsheet designed for independent contractors who want clarity around income, taxes, and time off, all in one place.
This Excel-based digital download automatically helps you allocate invoice payments, plan for taxes, and build a PTO fund while giving you a clean data visualization dashboard to see exactly where your money is going.
Why You’ll Love It
This tracker helps you plan ahead without overcomplicating things. With built-in PTO funding, tax allocation, and a visual dashboard, you can stay organized, prepared, and confident about how your income is being distributed—without relying on accounting software.
