The Real Estate Agent Income Tracker

$27

Commission checks come in uneven. Fees and expenses come out every month. And tax season always seems to sneak up. I built this tracker for my own real estate business so I'd always know where my money stands, and now you can use it too.

Log your deals and expenses, and the dashboard does the math for you.

What's inside:

Deal log: track every sale, lease, and referral with client, address, status, lead source, and commission. It works with a % of the sale price or a flat lease fee, and it handles co-broke splits automatically.
Your real take-home: see your share after your brokerage split, plus how much of each check to set aside for taxes.
Expense tracking: log one-time costs like signs, photos, and gas. Set up recurring ones like brokerage fees, MLS dues, and your CRM once, and they fill in every month on their own.
Quarterly tax planner: shows each estimated tax due date and how much to send, and keeps a running balance of what you've paid.
Dashboard: year-to-date income, profit, pipeline, and goal progress, plus month-by-month totals and an earned vs. spent chart.
Lead source breakdown: see whether Instagram, TikTok, open houses, or referrals actually bring in your income, so you know where to put your effort.

How you'll get it:
Right after purchase, you'll get a Google Drive link to the tracker. The original file is view-only so it stays clean for everyone, which means you'll need your own copy before you can type in it:

To use it in Google Sheets: open the link and go to File → Make a copy. Your copy saves to your own Google Drive and you can edit everything.
To use it in Excel: open the link and go to File → Download → Microsoft Excel (.xlsx), then open it on your computer.

If you see "View only" at the top, you're still in the original. Make your copy first and work from that one.

Good to know:

Works in Excel and Google Sheets.
It's an instant download with a step-by-step Start Here guide.
Splits, tax rate, lead sources, and categories can all be changed to fit how you work.
The tax set-aside is set to 25% by default, and you can change it anytime.

This tracker is an organizing tool, not tax or financial advice. Confirm your tax rate with a licensed tax professional. For personal use only.

The Real Estate Agent Income Tracker

$27

Log your deals and expenses, and the dashboard does the math for you.

What's inside:

Deal log: track every sale, lease, and referral with client, address, status, lead source, and commission. It works with a % of the sale price or a flat lease fee, and it handles co-broke splits automatically.
Your real take-home: see your share after your brokerage split, plus how much of each check to set aside for taxes.
Expense tracking: log one-time costs like signs, photos, and gas. Set up recurring ones like brokerage fees, MLS dues, and your CRM once, and they fill in every month on their own.
Quarterly tax planner: shows each estimated tax due date and how much to send, and keeps a running balance of what you've paid.
Dashboard: year-to-date income, profit, pipeline, and goal progress, plus month-by-month totals and an earned vs. spent chart.
Lead source breakdown: see whether Instagram, TikTok, open houses, or referrals actually bring in your income, so you know where to put your effort.

To use it in Google Sheets: open the link and go to File → Make a copy. Your copy saves to your own Google Drive and you can edit everything.
To use it in Excel: open the link and go to File → Download → Microsoft Excel (.xlsx), then open it on your computer.

If you see "View only" at the top, you're still in the original. Make your copy first and work from that one.

Good to know:

Works in Excel and Google Sheets.
It's an instant download with a step-by-step Start Here guide.
Splits, tax rate, lead sources, and categories can all be changed to fit how you work.
The tax set-aside is set to 25% by default, and you can change it anytime.

This tracker is an organizing tool, not tax or financial advice. Confirm your tax rate with a licensed tax professional. For personal use only.