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Income & Expense Tracker - Real Estate Bookkeeping Google Sheets

$28.00
$28.00
Save $-28 Sold out

Description

Stop guessing where your money is going. This Google Sheets bookkeeping template is designed specifically for real estate agents. Track your income and expenses, know how much to set aside per transaction for taxes, and walk away from every closing with your finances fully organized.

Built to be used year after year, simply duplicate the tab for each new year and keep every year of your business finances in one place. At tax time, download the tab as a PDF and send it straight to your accountant.

What's Included:

  • Income & Expense Tracker — customizable categories with automatic calculations and built-in formulas
  • Auto-Generated Financial Summary Report — a clear picture of your business finances at a glance
  • Post-Transaction Checklist — manage final tasks at closing without missing a step
  • Tax Savings Tracker — set aside the right amount from each transaction automatically
  • Multi-Year Design — duplicate the tab each year, keep all years organized in one Google Sheet
  • Branded Google Sheet Header — Canva template to add your name and logo to your tracker
  • Canadian Agent Version — includes GST and PST tracking for income and expenses, plus two commission structures (flat % and tiered)
  • 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.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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