Real Estate Agent Budget and Mileage Tracker
Tax season used to mean three hours of digging through credit card statements trying to remember if that $80 charge was for lockboxes or dinner.This tracker was built to end that.I'm a licensed REALTOR® with 6+ years in the field, and I built this because every spreadsheet I found online was either too generic (what is "Miscellaneous Business Expense" supposed to mean, exactly?) or too complicated to actually use during a busy quarter. This one is different. It's built around how agents actually run their businesses.What you get:📊 Live Dashboard — KPI cards for annual income, total expenses, net income, margin %, and tax reserve. Updates automatically as you fill in your monthly tabs.📅 12 Monthly Tracking Tabs — Every month has income sections, 43 pre-loaded expense line items (with notes explaining what each category includes), and budgeted vs. actual vs. variance columns. No hunting for where to put your Zillow ad spend or your E&O renewal.📅 Annual Summary — One tab that rolls up the full year automatically.💡 Tax Deductions Guide — 18 deduction categories with examples, IRS limits, and record-keeping tips. Includes the current mileage rate, the $25/client gift cap, home office guidance, and more. Reference tool only — always work with your CPA.🚗 Mileage Log — 50 trip rows with auto-calculated miles, a running deduction total, and all the columns the IRS wants you to keep.The 8 expense categories pre-loaded for you: Licensing & Professional Fees · Marketing & Advertising · Technology & Software · Transportation · Office & Administrative · Professional Development · Client & Closing Costs · Financial & InsuranceWorks in Excel and Google Sheets. Download the .xlsx file and use as-is, or upload to Google Drive.1,219 formulas. Zero errors. Blue cells are your inputs. Green cells calculate automatically.Who it's for: Solo agents, 1099 contractors, newly licensed agents getting organized, and experienced agents who are finally done improvising at tax time.Who it's not for: Property investors tracking rental income across multiple properties (that's a different tool).✦ WHY THIS IS DIFFERENT FROM WHAT YOU'D BUILD WITH AIYou could ask ChatGPT to make you a budget spreadsheet. What you'd get back is a flat, generic table — no real estate categories, no mileage log, no tax guide, no dashboard, no variance tracking. What you wouldn't get is 15 years of knowing which categories actually show up on agent tax returns, or the hours it takes to build, test, and format 1,200+ formulas across 16 tabs.This is that work already done.✦ HOW IT WORKS Purchase → instant download (.xlsx file) Open in Excel or upload to Google Drive Add your name and settings in the Settings tab Start entering your income and expenses in the monthly tabs Watch your Dashboard and Annual Summary auto-populate This is a digital download for personal business use. Tax Deductions Guide is for reference only — not tax advice. Consult a licensed CPA.Buy once. Use every year. Update January categories, start fresh.
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