# Freelance Finance & Invoice Hub

## Dashboard Overview
A quick‑glance page that pulls together key metrics and links to all sub‑pages.

| Metric | Value | Last Updated |
|--------|-------|--------------|
| **Total Income YTD** | $48,720 | 2024‑06‑15 |
| **Outstanding Invoices** | $3,250 | 2024‑06‑15 |
| **Average Days to Pay** | 21 days | 2024‑06‑15 |
| **Tax Reserve (30%)** | $14,616 | 2024‑06‑15 |

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

## Clients & Projects Database
Track every client, the projects you do for them, and the rates you charge.

| Client | Project | Rate (€/hr) | Contract Start | Contract End | Status |
|--------|---------|------------|----------------|--------------|--------|
| Acme Corp | Website Redesign | 85 | 2024‑01‑10 | 2024‑04‑30 | ✅ Completed |
| Bright Media | Social Media Management | 70 | 2024‑03‑01 | 2024‑12‑31 | 🔄 Ongoing |
| Nova Labs | Mobile App Development | 95 | 2024‑05‑15 | 2024‑09‑15 | ⏳ In Progress |
| GreenLeaf | Brand Identity | 80 | 2024‑02‑20 | 2024‑05‑20 | ✅ Completed |

> 💡 Tip: Use the **Relation** property to link each project to its invoices in the Invoice Tracker.

## Invoice Tracker (Database)
Create, send, and monitor every invoice. Use the built‑in formulas to calculate totals and aging.

| Invoice # | Client | Project | Issue Date | Due Date | Amount (€) | Status | Days Overdue |
|-----------|--------|---------|------------|----------|------------|--------|--------------|
| INV‑2024‑001 | Acme Corp | Website Redesign | 2024‑04‑05 | 2024‑04‑20 | 12,750 | ✅ Paid | 0 |
| INV‑2024‑002 | Bright Media | Social Media Management (Mar) | 2024‑05‑01 | 2024‑05‑15 | 2,800 | ⏳ Pending | 0 |
| INV‑2024‑003 | Nova Labs | Mobile App Development (Phase 1) | 2024‑06‑10 | 2024‑06‑25 | 7,600 | ⏳ Pending | 0 |
| INV‑2024‑004 | GreenLeaf | Brand Identity | 2024‑05‑25 | 2024‑06‑09 | 4,800 | ✅ Paid | 0 |

*Formula for **Days Overdue**: `if(prop("Status") == "✅ Paid", 0, dateBetween(now(), prop("Due Date"), "days"))`

> 💡 Tip: Set a reminder on the **Due Date** property to automatically notify you 3 days before payment is due.

## Expense Log
Record every business expense to simplify tax filing and profit calculations.

| Date | Category | Vendor | Amount (€) | Project (Relation) | Receipt |
|------|----------|--------|------------|--------------------|---------|
| 2024‑06‑02 | Software | Adobe | 52.99 | Website Redesign | 📎 |
| 2024‑06‑07 | Travel | Train | 18.40 | Mobile App Development | 📎 |
| 2024‑06‑12 | Office Supplies | Staples | 23.75 | Brand Identity | 📎 |
| 2024‑06‑14 | Marketing | Facebook Ads | 120.00 | Social Media Management | 📎 |

> 💡 Tip: Attach the digital receipt in the **Receipt** column; Notion will preview PDFs and images.

## Monthly Financial Summary (Rollup View)
A filtered view that aggregates income, expenses, and net profit per month.

| Month | Income (€) | Expenses (€) | Net Profit (€) | Tax Reserve (30%) |
|-------|------------|--------------|----------------|-------------------|
| Jan‑2024 | 8,500 | 1,200 | 7,300 | 2,190 |
| Feb‑2024 | 7,200 | 950 | 6,250 | 1,875 |
| Mar‑2024 | 9,100 | 1,400 | 7,700 | 2,310 |
| Apr‑2024 | 6,800 | 1,050 | 5,750 | 1,725 |
| May‑2024 | 10,200 | 1,600 | 8,600 | 2,580 |
| Jun‑2024* | 6,820 | 1,300 | 5,520 | 1,656 |

\*Partial month (up to 15 Jun).  

> 💡 Tip: Duplicate this table each quarter and adjust the filter to keep historical data clean.

## Tax & Savings Planner
A simple checklist and calculator to ensure you set aside the right amount for taxes and savings.

- [ ] **Calculate Tax Reserve** – Use the 30 % rule on net profit.
- [ ] **Transfer to Savings Account** – Schedule a monthly transfer.
- [ ] **Quarterly Tax Estimate** – Submit to tax authority by the 15th of the following month.
- [ ] **Review Deductions** – Add any new business expenses.

> 💡 Tip: Link the **Net Profit** rollup from the Monthly Summary to this page using a **Relation + Rollup** for automatic updates.

## How to import into Notion
1. **Create a new page** in your Notion workspace where you want the template.  
2. Click **Import** → **Markdown & CSV** and select this `.md` file.  
3. Notion will create the headings and tables as plain tables.  
4. For each table you want to become a database:  
   a. Click the three‑dot menu on the table → **Turn into → Database → Table – Full page** (or **Table – Inline** if you prefer).  
   b. Rename the database to match the section title (e.g., “Invoice Tracker”).  
   c. Add the appropriate **Relation** properties (e.g., link “Invoice Tracker” → “Clients & Projects”).  
   d. Add the **Formula** and **Rollup** columns as described in the tables (use the formulas provided in the tips).  
5. Adjust any view filters or sorts to match the examples (e.g., show only “Pending” invoices).  
6. Save the page and duplicate it for future clients or months as needed.  

Your Freelance Finance & Invoice Hub is now ready to track income, expenses, and taxes—all within Notion. Happy freelancing!