Designer Bookkeeping
Track Upwork payouts, Fiverr payments, PayPal transfers, and Adobe subscriptions automatically in Google Sheets.
Free for 7 days of transaction history. No credit card required.
The Freelance Designer Payment Chaos
Income from everywhere, expenses on multiple cards, and tax season panic
Payment Platform Hell
Upwork deposits. Fiverr transfers. PayPal invoices. Direct bank payments. Venmo from small clients. Which payment was for which project?
Subscription Overload
Adobe Creative Cloud. Figma Pro. Canva. Font licenses. Stock photos. Design assets. Icon sets. Are you still using that $19/month tool you signed up for last year?
Tax Season Scramble
Download Upwork CSV. Export Fiverr statement. Log into PayPal. Find that one client payment. Match expenses to projects. Your accountant needs this by Friday.
Track All Your Designer Income & Expenses
Every transaction, automatically categorized in Google Sheets
Income Tracking
- Platform payments: Upwork, Fiverr, 99designs, Dribbble
- Payment processors: PayPal, Stripe, Square, Venmo
- Direct deposits: Client wire transfers and ACH payments
- Passive income: Template sales, font royalties, design assets
Design Tools & Software
- Adobe Suite: Creative Cloud, individual app subscriptions
- Design platforms: Figma, Sketch, Canva Pro, Affinity Designer
- Assets & resources: Font licenses, stock photos, icon sets
- Productivity tools: Project management, time tracking, invoicing
Hardware & Equipment
- Primary equipment: MacBook, iPad Pro, Wacom tablet
- Display setup: 4K monitors, color calibration tools
- Photography gear: Camera, lenses for product mockups
- Workspace: Desk, chair, lighting for studio setup
Professional Development
- Education: Skillshare, Domestika, design courses
- Conferences: Design conferences, networking events
- Books & resources: Design books, typography guides
- Memberships: AIGA, design communities, portfolios
How It Works
Set up once, track automatically forever
Connect Your Bank & PayPal
Link your bank account, credit cards, and PayPal via Plaid (bank-level security). SheetLink supports 10,000+ financial institutions.
Transactions Sync to Google Sheets
Every Upwork payout, Fiverr payment, PayPal transfer, and subscription charge appears in your spreadsheet automatically. No manual CSV downloads.
Categorize & Tag
Add columns for project names, client tags, expense categories, or tax deductions. Your spreadsheet, your system.
Run Recipes for Instant Reports
Use SheetLink Recipes to instantly generate expense summaries, income reports by client, or tax categorization. One click turns raw transactions into professional reports for your accountant.
Professional Review Workflow
Streamline bookkeeping for your freelance designer clients
The 5-Step Process:
- 1Client connects their accounts via Plaid
Designer authorizes bank, credit cards, and PayPal. No password sharing required.
- 2Transactions sync into a shared Google Sheet
All income and expenses appear automatically. Real-time updates.
- 3Run a SheetLink Recipe to auto-categorize
One click generates expense summaries and income breakdowns.
- 4Review and adjust categories
Fix misclassifications, add notes, match expenses to projects.
- 5Export final summary for tax filing
Generate reports directly from the Sheet. No proprietary software lock-in.
Your Google Sheet becomes the system of record instead of a proprietary dashboard. You own the data. Your client owns the data. No exports, no lock-in, just clean spreadsheet bookkeeping.
Stop Chasing Payments Across Platforms
Track every Upwork payout, Fiverr payment, and design tool subscription automatically. Free for 7 days of history.
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