The Bag Check™ — Profit & Pricing Excel Workbook

You got paid. But what did you keep?

The Bag Check™ helps you decide whether a job is worth your time, build a price that covers your costs and pay, and track what customers still owe. This downloadable Microsoft Excel workbook is designed for freelancers, side hustlers, and small businesses that quote and track individual jobs.

Check the numbers before you say yes

• Check The Bag First: compare a customer’s offer with materials, helper costs, other expenses, and your hours. See earnings per hour and profit after allowing for your own pay.
• Name Your Price: calculate a suggested quote using costs, hours, your target hourly pay, and your desired margin after your pay allowance.
• Track the work: organize customers and jobs, record payments and expenses, and see unpaid balances and customer overpayments separately.
• See the bigger picture: review a dashboard and yearly report that distinguish agreed job value, money collected, costs, and the allowance for your own time.

One workbook. Eleven worksheets.

The Bag Check dashboard; Get Set; Check The Bag First; Customers; The Work; Money In; Money Out; Name Your Price; Month in Review; See It In Action; and Read Me.

Includes quick-start instructions, editable targets, highlighted input cells, and worked examples for catering, mobile detailing, and party decor. The working trackers start blank. The calculator and example figures are illustrations, not customer earnings or promised results.

How to get started

1. Download and save your own copy. Open it in Microsoft Excel.
2. Read the quick-start guide and adjust your targets on Get Set.
3. Enter a job, then record its payments and expenses using the same Job ID.
4. Review the results and use Name Your Price for your next quote.

Before you buy

• Format: one .xlsx digital download. No physical item ships. This is an Excel workbook, not a standalone app.
• Software: Microsoft Excel is required and is not included. A computer is recommended for the wide tracking worksheets.
• Capacity: 200 job rows, 200 customer rows, 500 payment rows, and 500 expense rows. Extending beyond these limits requires updating the workbook’s formulas and ranges.
• Currency: formatted in US dollars.
• Use: personal or single-business use. Resale, redistribution, and sharing as a template are not permitted.

Results depend on complete, accurate entries and your chosen targets. Your pay allowance is a calculation, not a recorded cash withdrawal. Cash after logged costs is not your bank balance; the tax reserve is a planning estimate, not a calculation of taxes owed. This is a planning and organizational tool, not accounting, tax, legal, or financial advice. Non-refundable item.

Product images show worksheets from the corrected edition. Blank trackers display zero totals or unavailable results until the required inputs are entered.