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Team Income and Expense Tracker

$20.00
$20.00
Sale Sold out

Description

Take control of your real estate team's finances with a Google Sheets income and expense tracker designed specifically for real estate teams, tracking up to 50 agents. Keep all financial data organized in one place for the entire year with automatic calculations and built-in formulas that generate financial summaries as you enter income and expenses. Allocate shared commission for up to 5 agents per transaction, manage shared expenses and profits across team members, and stay on top of closing tasks with the post-transaction checklist. Auto-populated graphs and charts visualize income and expenses at a glance. Duplicate the tab each year to keep all business years in a single Google Sheet.

What's Included:

  • 1 Google Sheets Tracker (Pre-Built with Auto-Populated Graphs & Charts)
  • Track Income & Expenses (Full Year, Entire Team)
  • Automated Financial Summary Report
  • Commission Splits (Up to 5 Agents Per Transaction)
  • Expense & Profit Sharing Across Team Members
  • Post-Transaction Checklist
  • Tracks Up to 50 Agents
  • All-in-One Tab Format (Duplicate Tab Each Year)
  • Canadian Agent-Friendly (GST & PST Tracking)
  • Step-by-Step User Guide + 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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