Income & Expense Tracker

Description

Track your real estate business finances year after year with a Google Sheets bookkeeping template designed specifically for real estate agents. Log income and expenses with customizable categories, and let the automatic calculations and built-in formulas do the work. An auto-generated summary report gives you a clear picture of your finances so you can make informed business decisions. The post-transaction checklist helps you manage final tasks at closing, and a tax savings tracker lets you set aside the right amount from each transaction. The template is designed to be used year after year — simply duplicate the tab and rename it for each new year, keeping all years of your business finances organized in one Google Sheet. At tax time, simply download the tab as a PDF and send it off to your accountant. 

Also included is a version specifically for Canadian Agents. This has added features for tracking GST and PST for income & expenses. As well as 2 commission structures. One for provinces that calculate commission as a flat % (such as 2%) and others that follow a tiered method (such as 3% on the first $100,000 + 1.5% on the remainder of the balance of the purchase price). 

What's Included:

• Google Sheet (Income & Expense Tracker, Use Year After Year)
• Customizable Income & Expense Categories
• Auto-Generated Financial Summary Report
• Post-Transaction Checklist
• Tax Savings Tracker (Per Transaction)
  
• All Years in One Sheet (Duplicate Tab Each Year)
• Name Design Canva Template (Branded Google Sheet Header)
• Detailed Instructions + YouTube Video Tutorials
  

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with Excel. Digital download only—no physical product will be shipped.