Free Real Estate Agent Expense Tracker Spreadsheet Template
Track real-estate property expenses with budget, actual, variance, review status, and receipt context in three sheets.
Do this with AI
Make this property expense log fit your portfolio.
Open the workbook and ask Griddy to adapt categories, review labels, or budget-versus-actual rows.
What is in this workbook?
This workbook has three sheets: Dashboard, Expense Log, and Setup. Dashboard is the quick-review surface, Expense Log is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Enter date, vendor or property, category, budget, actual amount, review status, and notes; maintain property-expense categories in Setup. Dashboard counts entries, sums actual spend and variance, and counts lines marked Review. Expense Log calculates Variance as Actual minus Budget.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use property nicknames rather than tenant names or payment details. Confirm tax and capitalization treatment with a qualified professional. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this property expense log fit your portfolio.
Open the workbook and ask Griddy to adapt categories, review labels, or budget-versus-actual rows.
