Your monthly freelance money check-in
Freelance admin has a habit of piling up. A short, regular check-in can make it much easier to keep track of what you've earned, what you've spent and what might be coming next.
Pick a regular point each month and work through this checklist. You don't need to do everything at once, and some items may not apply to you every month.
YOUR PROGRESS STAYS ON YOUR DEVICE
Your checklist ticks are stored only in this browser on this device so you can return to them during the month. They are not sent to or collected by FMTW.
Your monthly check-in
This month's money and admin
Work through the list at a pace that suits you. Your ticks are saved on this device for the current month.
Money coming in
Money going out
Tax and records
Look ahead
This is a routine, not a tax calendar
This checklist is designed to help you build good monthly habits. Your own tax deadlines and record-keeping requirements will depend on your circumstances, how you work and whether things such as VAT or Making Tax Digital apply to you.
If you're unsure what applies to you, check the latest HMRC guidance for self-employed people →
Last reviewed: August 2026
Links and guidance can change. Check the date and scope of any external information before relying on it.