# Freelance Finance Hub

## Dashboard
A single page that gives you a real‑time snapshot of your freelance finances.

| Metric | Formula / Source | Current Value |
|--------|------------------|---------------|
| **Total Income YTD** | Rollup of **Income Tracker** → Sum(Amount) | $12,450 |
| **Total Expenses YTD** | Rollup of **Expense Tracker** → Sum(Amount) | $3,210 |
| **Net Profit** | Total Income – Total Expenses | $9,240 |
| **Estimated Tax Due** | **Tax Estimator** → Quarterly Tax × 4 | $2,310 |
| **Upcoming Invoices** | Linked view filtered on **Status = Pending** (next 30 days) | 3 invoices |

> 💡 Tip: Pin the Dashboard to your Notion sidebar for instant access each morning.

---

## Income Tracker
Log every payment you receive. Each entry can be linked to an invoice for full traceability.

| Date | Client | Project | Amount (USD) | Invoice # | Payment Status | Notes |
|------|--------|---------|--------------|-----------|----------------|-------|
| 2024‑04‑03 | Acme Corp | Website Redesign | 2,500 | INV‑2024‑001 | Paid | Received via Stripe |
| 2024‑04‑15 | Bright Media | Video Editing (30 hrs) | 1,200 | INV‑2024‑002 | Pending | Due 2024‑04‑30 |
| 2024‑05‑02 | Solo Studio | Branding Package | 3,000 | INV‑2024‑003 | Paid | Client approved final assets |
| 2024‑05‑18 | TechNova | API Integration | 1,800 | INV‑2024‑004 | Paid | Paid via PayPal |
| 2024‑06‑01 | GreenLeaf | Content Strategy | 2,950 | INV‑2024‑005 | Pending | Due 2024‑06‑15 |

> 💡 Tip: Use the **Payment Status** select property (Pending, Paid, Overdue) to trigger a reminder view for unpaid invoices.

---

## Expense Tracker
Capture every deductible expense. Attach receipts and flag tax‑deductible items for easy roll‑up in the Tax Estimator.

| Date | Category | Vendor | Amount (USD) | Receipt | Tax Deductible? | Notes |
|------|----------|--------|--------------|---------|-----------------|-------|
| 2024‑04‑05 | Software | Adobe | 52.99 | 📎 receipt‑adobe‑2024‑04‑05.pdf | Yes | Annual Creative Cloud |
| 2024‑04‑12 | Office Supplies | Staples | 23.45 | 📎 receipt‑staples‑2024‑04‑12.pdf | Yes | Printer ink |
| 2024‑04‑20 | Travel | Uber | 18.70 | 📎 receipt‑uber‑2024‑04‑20.pdf | Yes | Client site visit |
| 2024‑05‑03 | Marketing | Facebook Ads | 150.00 | 📎 receipt‑fb‑2024‑05‑03.pdf | Yes | Campaign for new client |
| 2024‑05‑22 | Meals & Entertainment | Local Café | 45.20 | 📎 receipt‑cafe‑2024‑05‑22.pdf | No | Lunch with potential client |

> 💡 Tip: Tag expenses with a **Category** select property to enable filtered views (e.g., “Travel Only” or “Software Subscriptions”).

---

## Invoices
Create, store, and track invoices. Each invoice links back to the corresponding income entry for seamless reconciliation.

| Invoice # | Client | Issue Date | Due Date | Amount (USD) | Status | Linked Income | PDF |
|-----------|--------|------------|----------|--------------|--------|---------------|-----|
| INV‑2024‑001 | Acme Corp | 2024‑04‑01 | 2024‑04‑15 | 2,500 | Paid | ✔️ | 📎 INV‑2024‑001.pdf |
| INV‑2024‑002 | Bright Media | 2024‑04‑15 | 2024‑04‑30 | 1,200 | Pending | ❌ | 📎 INV‑2024‑002.pdf |
| INV‑2024‑003 | Solo Studio | 2024‑05‑01 | 2024‑05‑15 | 3,000 | Paid | ✔️ | 📎 INV‑2024‑003.pdf |
| INV‑2024‑004 | TechNova | 2024‑05‑18 | 2024‑06‑01 | 1,800 | Paid | ✔️ | 📎 INV‑2024‑004.pdf |
| INV‑2024‑005 | GreenLeaf | 2024‑06‑01 | 2024‑06‑15 | 2,950 | Pending | ❌ | 📎 INV‑2024‑005.pdf |

> 💡 Tip: Set up an automated Notion reminder 3 days before **Due Date** to prompt follow‑up on pending invoices.

---

## Tax Estimator
Automatically calculate your quarterly tax liability based on net profit and your chosen tax rate.

1. **Tax Rate** – Set in **Settings** (default 25 % for U.S. self‑employment tax).  
2. **Taxable Income** – Rollup of **Income Tracker** (sum) minus rollup of **Expense Tracker** (only rows where **Tax Deductible? = Yes**).  
3. **Quarterly Tax** – `(Taxable Income × Tax Rate) ÷ 4`.  
4. **Year‑to‑Date Tax** – Sum of the four quarterly values.

| Quarter | Taxable Income (USD) | Quarterly Tax (USD) |
|---------|----------------------|---------------------|
| Q1 2024 | 5,800 | 362.50 |
| Q2 2024 | 6,650 | 415.63 |
| Q3 2024 | — (projected) | — |
| Q4 2024 | — (projected) | — |

> 💡 Tip: Update the **Tax Rate** each year if your filing status changes; the estimator updates instantly.

---

## Settings & Automation
Central place to configure core parameters and optional automations.

| Setting | Type | Default | Description |
|---------|------|---------|-------------|
| **Currency** | Select | USD | Change if you bill internationally. |
| **Tax Rate** | Number (percentage) | 25% | Your estimated combined federal & self‑employment tax. |
| **Quarterly Due Dates** | Date list | 2024‑04‑15, 2024‑06‑15, 2024‑09‑15, 2024‑12‑15 | Adjust for your local tax authority. |
| **Invoice Prefix** | Text | INV‑2024‑ | Auto‑prepend to new invoice numbers. |
| **Reminder Lead Time** | Number (days) | 3 | Days before due date to trigger a Notion reminder. |

> 💡 Tip: Enable **Notion API** integration (or Zapier) to push new invoices to your accounting software (e.g., QuickBooks) automatically.

---

## How to import into Not