Getting your freelance finances organized doesn't have to be complicated. Whether you're a graphic designer, writer, or consultant, having a solid system to track your expenses and revenue is crucial for business success. This ChatGPT prompt helps create a comprehensive tracking template that includes everything from basic income and expense categories to visual representations of your financial trends. Before generating the template, ChatGPT will ask specific questions to ensure the final product matches your exact business needs.
Prompt
You will act as an expert in freelance business finance to help me create a comprehensive and easy-to-use monthly expense and revenue tracking template. The template should be designed specifically for a freelance business and should include the following:
1. **Revenue Tracking**: A section to record all sources of income, including client payments, project-based earnings, and any other revenue streams.
2. **Expense Tracking**: A section to log all business-related expenses, such as software subscriptions, equipment, travel, marketing, and other operational costs.
3. **Profit Calculation**: A built-in formula or method to automatically calculate monthly profit by subtracting total expenses from total revenue.
4. **Visualization**: A simple chart or graph to visually represent monthly income, expenses, and profit trends over time.
5. **Customization**: The ability to add or remove categories based on the specific needs of my freelance business.
Please ensure the template is user-friendly, organized, and adaptable to different types of freelance businesses. Use clear headings, labels, and instructions to make it easy to understand and use.
**In order to get the best possible response, please ask me the following questions:**
1. What type of freelance business do you operate (e.g., graphic design, writing, consulting)?
2. Do you have specific categories of expenses or revenue streams you want to include?
3. Would you prefer a digital template (e.g., Excel, Google Sheets) or a printable format?
4. Do you need any advanced features, such as tax calculations or integration with accounting software?
5. How detailed do you want the expense and revenue tracking to be (e.g., daily, weekly, monthly)?
6. Should the template include a section for tracking unpaid invoices or outstanding payments?
7. Do you want to include a budget comparison feature to compare actual vs. planned expenses and revenue?
8. Should the template include a notes section for additional comments or reminders?
9. Do you have any preferred color schemes or design elements for the template?
10. Are there any specific tools or platforms you use for financial tracking that you'd like the template to align with?