Freelance Budget Manager Templates

Looking for Freelance Budget Manager Templates to download? See the main templates that a Freelance Budget Manager would use in their day-to-day work.

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Freelance Budget Manager Templates

There is a huge number of templates that someone in the Freelance Budget Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Budget Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Budget Report
2. Income Statement
3. Cash Flow Projection
4. Expense Tracker
5. Financial Analysis
6. Budget Variance Analysis
7. Profit and Loss Statement
8. Balance Sheet
9. Budget Proposal
10. Financial Forecast


Reports are often prepared by a Freelance Budget Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Profit and Loss Statement
2. Cash Flow Statement
3. Balance Sheet
4. Budget Variance Report
5. Accounts Receivable Aging Report
6. Accounts Payable Aging Report
7. Financial Forecast Report
8. Expense Analysis Report
9. Revenue Analysis Report
10. Budget Performance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Budget Manager does and how they do it.

1. Budget Planning Template
2. Expense Tracking Template
3. Income Statement Template
4. Cash Flow Projection Template
5. Budget Variance Analysis Template
6. Financial Reporting Template
7. Budget Review Template
8. Budget Forecasting Template
9. Cost Analysis Template
10. Budget Presentation Template


Freelance Budget Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Budget Analysis
2. Financial Performance Review
3. Expense Tracking and Forecasting
4. Investment Portfolio Evaluation
5. Cost Reduction Strategies

Legal Docs

There are several key times when a Freelance Budget Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Budget Proposal Template
2. Expense Report Template
3. Invoice Template
4. Contract Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

Health & Safety templates for a Freelance Budget Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Attendance Template
5. Workplace Inspection Checklist Template


Setting up Freelance Budget Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Budget Calendar
2. Expense Tracking Calendar
3. Income Tracking Calendar
4. Bill Payment Calendar
5. Financial Goal Tracking Calendar

Invoice Templates

Several types of Freelance Budget Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Budget Report Invoice
2. Expense Tracking Invoice
3. Financial Analysis Invoice
4. Budget Planning Invoice
5. Financial Forecasting Invoice

Survey Templates

For a Freelance Budget Manager to get insights related to the work they do, they need to send out Freelance Budget Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Budget Analysis Survey
2. Expense Tracking Survey
3. Financial Goal Setting Survey
4. Client Satisfaction Survey
5. Financial Risk Assessment Survey

Meeting Agendas

Having premade Freelance Budget Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Budget Review Meeting
2. Expense Analysis Meeting
3. Financial Forecasting Meeting
4. Budget Adjustment Meeting
5. Client Consultation Meeting

Budget Templates

To manage finances well, a Freelance Budget Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goal Tracker


Dashboards are a useful way for a Freelance Budget Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Budget Overview
2. Expense Breakdown by Category
3. Income vs. Expenses Comparison
4. Cash Flow Analysis
5. Financial Goal Progress Tracker

Proposal Templates

For bidding or requesting work, a Freelance Budget Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Budget Analysis Proposal
2. Cost Reduction Strategy Proposal
3. Financial Forecasting Proposal
4. Expense Tracking System Proposal
5. Investment Portfolio Management Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Budget Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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