Look familiar?

We know you’re busy and record keeping is not always a favorite pastime among REALTORS.

That’s why we’re presenting Microsoft Excel spreadsheets for you to keep track of your daily real estate, business and personal finance reporting.

Feel free to modify the spreadsheets to meet your needs. With the exception of the continuing education record form, we found them at www.Microsoft.com … and many more are still available.

Continuing Education

CE Records (Excel)… CE Records (.pdf)

Personal

Expense: Travel Expenses Calculator … Expense Report … Expense Income Template

Accounting: Check Register … Personal Financial Statement

Budget: Personal Monthly … Yearly / Family Monthly … Yearly

Company/Broker

Budget: Marketing Plan … Expense Report

Financial

Income Statement … 12-Month Profit/Loss Projections … Balance Sheet

Office

Client Management List … Business Plan Checklist … Petty Cash Log