Excel workbook
Real Estate Agent Income and Expense Tracker: Commission, Brokerage Split, Pipeline and Tax Set-Aside in Excel
Enter each closing and see your net commission after the brokerage split, fees and referral, what each lead source really earned you, and what to set aside.
$29 one time · 14-day full refund · example and blank copies · download link by email
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Browse the storeWho it is for
Independent agents and small teams who are paid by commission and want to know what they actually keep.
Not the right fit if
You're paid a salary rather than commission, or you need a brokerage-wide transaction system.
Why it is different
- It starts from your own brokerage agreement: set the split, fee and referral once and override them per deal.
- It shows what each lead source earned after its costs, so you see where your money really comes from.
- A filled example for an invented independent agent and a blank copy with working formulas.
What is inside
- Start Here. Purpose, which cells to fill in and what the workbook is not.
- Setup. Your default brokerage split, transaction fee, referral fee, lead sources, expense categories and set-aside percentage.
- Deals. One row per closing: price, commission by rate or flat amount, split, fees, referral, deal expenses, net commission and net profit.
- Expenses. Dues, license and education, insurance, software, advertising, car and other costs by date and category.
- Monthly. Twelve months of closings, commission, expenses and profit, plus results by lead source and cost per closing.
- Pipeline. Pending deals with a probability you set, giving a weighted expected commission by month.
- Tax Set-Aside. Net profit by quarter, the amount to set aside, what you paid, and the usual estimated payment dates as reminders.
- Checks. Splits out of range, missing close dates and probabilities that are not between 0 and 100.
A look inside
Example data, real formulas
Get it
Real Estate Agent Income and Expense Tracker
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Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. A tracking aid, not tax, legal or licensing advice. Brokerage agreements and state rules vary. Reports are by close date, not the date you were paid, and the quarters follow the calendar rather than the IRS payment periods. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Real Estate Agent Income & Expense Tracker as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
A tracking aid, not tax, legal or licensing advice.
Is it the right fit for me?
It is made for independent agents and small teams who are paid by commission and want to know what they actually keep. Skip it if you are paid a salary rather than commission, or you need a brokerage-wide transaction system.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
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