Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet template: invoice tracker for a small agency
Sheet layout — tab "Invoices"
| Column | Header | Filled by |
|---|---|---|
| A | Invoice # | You |
| B | Client | You (drop-down from tab "Clients") |
| C | Issue date | You |
| D | Amount | You |
| E | Payment terms (days) | Formula |
| F | Due date | Formula |
| G | Paid on | You (leave empty until paid) |
| H | Status | Formula |
| I | Days overdue | Formula |
Formulas (excerpt, 6 of 10)
E2 — payment terms from the client list
=IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30)
Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.
F2 — due date
=IF(C2="", "", C2 + E2)
Adds the terms to the issue date. Stays empty for blank rows.
H2 — status
=IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open")))
Paid if a payment date is entered; otherwise Overdue after the due date, else Open.
I2 — days overdue
=IF(H2="Overdue", TODAY() - F2, "")
Dashboard!B2 — total outstanding
=SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")
Dashboard!A5 — balance by client (one formula fills the table)
=QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)
Where to paste
- Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
- Paste the two Dashboard formulas once; they update by themselves
- Conditional formatting on H2:H500: text is "Overdue" → light red fill
Edge cases handled
- Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
- Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
- Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead
Check example
Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.
Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."
The client and all details are made up.
About this service
Most traders know their account balance but not whether their setups actually work, because results are never logged in one place. We lay out a trading journal in Excel or Google Sheets: entry and exit, size, fees, setup tag and notes for each trade, with formulas for win rate, average win and loss, risk-to-reward, profit factor and drawdown. You can then filter by setup, market or weekday to see what works for you; it records your trades and is not financial advice.
What is included
- What you getFormulas, the journal layout (columns, headers and sample rows as CSV text) and setup steps; from Standard a statistics sheet, in Premium also breakdowns by setup, market and weekday. Everything comes as text on the order page; we do not send a ready spreadsheet file.
- Trade logEntry, exit, size, fees, tags
- P&L per tradeIn money and in R multiples
- Core statsWin rate, average win and loss, profit factor
- DrawdownRunning equity and max drawdown
- BreakdownsIn Premium: by setup, market, weekday
How it works
- 1BriefYou describe how you trade
- 2JournalWe write layout and formulas
- 3FixesIf something fails on your data, we fix it within your package
What we need from you
What you trade (stocks, forex, crypto, futures), how you size positions, which stats you want and Excel or Google Sheets.
We will ask you:
- What markets do you trade?
- Do you go short as well as long?
- How do you define risk per trade?
- Do you use Excel or Google Sheets?
Compare packages
| Packages | BasicJournal formulas$10 | StandardJournal with stats$25 | PremiumJournal with breakdowns$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 5 | up to 12 | up to 20 |
| Journal template | No | Yes | Yes |
| Statistics sheet | No | Yes | with breakdowns |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Will it tell me which trades to take?
No. It summarizes the trades you log; decisions stay yours. This is not financial advice.
Can it import trades from my broker?
We cannot connect to your broker. If your broker exports CSV, we describe how to paste it into the journal columns.
Does it handle several currencies?
Yes, add a conversion rate column and the totals are shown in your account currency.