Invoicing, quoting, timesheets, expenses, stock, mileage, cash flow, client follow-up — none of this needs software, but doing it by hand does produce mistakes. These eight files have the formulas written. You fill the white cells; the totals appear.
Each file stands alone. Open the one you need; you are not expected to use all eight.
| 1 · Invoice | Line items, discount, tax rate, amount paid, balance due — all calculated. Your own invoice numbering scheme. |
|---|---|
| 2 · Quote | Same structure as the invoice so the numbers can be carried over once the client says yes. |
| 3 · Timesheet | Start, break and finish time per person per week. Hours above 40 are separated out as overtime automatically. |
| 4 · Expense report | Every expense with its category and receipt number; subtotals and grand total roll up without a calculator at month end. |
| 5 · Inventory | Stock in and stock out; the balance per SKU updates itself and cells below your reorder level are flagged. |
| 6 · Mileage log | Each trip's start, end and distance; the deductible amount is computed from a rate you set, with a year-end total. |
| 7 · 13-week cash flow | Opening cash, money in, money out, closing cash — week by week for 13 weeks. Most small cash problems are not a lack of money, they are a lack of foresight. |
| 8 · Client & project tracker | Quoted, invoiced, paid, outstanding and days overdue side by side, so it is obvious who needs a reminder. |
Every file follows the same convention. Learn it once and all eight work the same way.
Dates, amounts, quantities, client names. Anything you are meant to enter has a white background.
That is where the formulas live. If you overwrite one by accident, Ctrl+Z brings it back and the totals recalculate.
Each file ships with a few yellow sample rows. Select them and delete the rows — otherwise your first invoice goes out with somebody else's project name on it.
| Format | .xlsx — the standard Excel format |
|---|---|
| Opens in | Excel 2016+ (Windows/Mac), WPS, Google Sheets, LibreOffice |
| Macros / add-ins / VBA | None. Nothing to enable, no code you have to trust |
| Network | No connection, no upload, no data collection |
| Need more rows? | Drag the fill handle down; the formulas come with it |
| Delivery | Instant zip download after payment: 8 .xlsx files plus a short guide |
One payment. New versions of the same product are free — I email you when there is something worth re-downloading.
Eight spreadsheets and a short guide, in one zip
Card payments are collected by Waffo, a licensed payment provider. We never see your card number. The online checkout is being connected right now — until it goes live, email me which product you need and I will send you a payment link. Once it is live, the download link appears immediately after payment and is also emailed to you.
Write to hi@getwold.com and describe what you are trying to track. If these files are a poor fit, I will say so instead of selling you something you will not use.
Yes — that is the entire point. The formulas are already in the green cells. You type into the white ones. All eight files use the same colour convention, so you only learn it once.
Select the last filled row and drag the fill handle down; the formulas copy with it. Remember to move the totals row down as well.
Excel mobile and WPS mobile will open and display them, but entering data on a phone is unpleasant. These are built for a keyboard.
No. New versions of the same product are free and I email you the link.
The payment provider issues a compliant receipt automatically. If you need something specific for your bookkeeping, email me with what you need and I will do what I can.
Write to me within seven days and it is refunded to the original payment method. No reason needed — see the refund policy.
Yes — the same eight files with Chinese headers, notes and sample data, at ¥68. Switch the language at the top of the page.