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 · example and blank copies · download link by email
Who it is for
Independent agents and small teams who are paid by commission and want to know what they actually keep.
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
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting 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.
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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