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Income & Expense Tracker

$5.00
$5.00
Sale Sold out

Description

Take control of your real estate business finances with a beautifully designed 80-page income and expense tracker that makes bookkeeping simple and clear. Track commissions, expenses, profit, and monthly performance all in one organized planner, perfect for tax time, budgeting, and staying on top of your business all year long.

Customize if desired, then download as PDF to print or import into GoodNotes, Notability, or your favorite note-taking app. Keep everything organized month-by-month so you always know exactly where your business stands. Reusable year after year.

What's Included (80 Pages, 8.5" x 11"):

  • Cover Page & Annual Income Goal Setting
  • Monthly Income Tracker (2 Pages per Month)
  • Monthly Expense Tracker (2 Pages per Month)
  • Profit Tracker
  • Total Expenses by Month (One-Page Overview)
  • Total Income by Month (One-Page Overview)
  • Client Summary by Month (Closings, Referrals, Repeat Clients, Buyers/Sellers)
  • Expenses by Category Breakdown
  • Category Totals by Month
  • Quarterly Summary (1 Page per Quarter)
  • Yearly Summary
  • Download as PDF for Print or Digital Use

Requirements: Requires a Canva account (free or pro version). 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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