Commission tracker
Add deals with closing date, broker split, and referral fees. Miss a 1099 line? Not here.
Inline editsAdjust fees, dates, and status in seconds.
Reorder dealsDrag closed listings into the right sequence.
For solo real estate agents
From listing to closing, track every dollar.
Your commissions are more than numbers — they're your livelihood. Legacy Finance helps solo agents keep commission income, rental income, and deductible expenses in one calm dashboard. Why juggle three spreadsheets when one view will do?
Core tools
Everything you need, without the clutter. Why settle for less?
We built the workflow around the way independent agents actually work: one day it’s a showing, the next it’s a closing, and by Friday you’re logging mileage. Each tool stays close to the work, so the numbers never drift away.
Rental income tracker
See rent, repairs, mortgage interest, and property tax in one clean place. Each property stays separate.
Rent datesCollection windows and late payments stay visible.
Mileage logTrack showings and property visits at the standard IRS rate.
Tax calculation
Quarterly estimates update as commissions land. That means fewer surprises when filing season arrives.
Schedule C and EReports are pre-sorted for your accountant.
Separation rulesPersonal and business money stay apart automatically.
Commission income tracker
Never lose track of a commission.
A clean list view keeps every sale visible from contract to payout. Need the broker split on a Thursday afternoon? Or the referral fee from last month? It’s all right there.
Riverfront condo closing
Paid
Closing date: 14 March • Broker split: 18% • Referral fee: 2%
Downtown listing referral
Pending
Contract date: 02 April • Broker split: 15% • Notes captured for reconciliation.
Suburban buyer commission
Scheduled
Expected close: 28 April • Goal progress: 74% • Inline editing enabled.
Rental property module
Rental income without the spreadsheet headache. Sounds better, doesn't it?
Property cards keep rent collection, repairs, mortgage interest, and property tax in one place. The Schedule E summary is ready as you go, and mileage to each property slips into the same flow.
Maple Street duplex
Rent due: 1st of the month • Repairs logged • Mortgage interest captured.
Schedule E summaryBroken down by property, not by guesswork.
Broad Ripple flat
Rent collected on time • Property tax line item • Mileage logged for inspections.
Trip trackingShowings and maintenance visits stay deductible.
Westside bungalow
Capital improvements noted • Maintenance history preserved • Owner view separated.
Clean recordsUseful when tax season starts asking questions.
Expense categorisation
Every expense, perfectly categorised.
Desk fees, MLS dues, continuing education, staging, photography — the usual suspects. Why let them hide in a card statement when they can map themselves into the right bucket?
Receipt captureUpload from your phone and keep the paper trail tidy.
Auto-suggested tagsQuick matches for common real estate deductions.
Tax season ready
April 15th? Already sorted.
Quarterly estimated tax reminders appear before the panic does. And when you want to hand things to a CPA, exports are already organised.
Pre-filled reports
Schedule C and Schedule E summaries are ready for review.
Quarterly reminders
Tax estimates update as commission income changes.
Direct export
Send data to TurboTax or your accountant with read-only access.
Agent story
Real relief from a very real backlog. Who doesn't want that?
“
I closed 23 deals and never lost a receipt.
Legacy Finance made bookkeeping feel less like admin and more like control. I saved about 15 hours a month, found $4,500 in deductions, and stopped dreading tax folders. The dashboard keeps me focused on clients, not clutter.
"My commissions used to spill across two banks and a receipt app. Now the numbers stay where they belong."
Mezquital W."Why did I choose Legacy Finance? Because it finally matched the pace of my listings."
Akouba Imvu
Agent finance essentials
Quick answers for busy schedules. Need the short version?
A few things come up again and again when agents start organising their books. Here are the ones that save the most time.
How do I separate personal and business transactions?
Our rules automatically categorise business activity, flag mixed-use transactions, and keep personal spending out of your tax trail.
Does it handle 1031 exchanges?
Yes. It tracks capital improvements, deferred gain notes, and the property history you need for review.
Can my CPA access it?
Absolutely. You can invite read-only access so your accountant sees the books without changing them.
Start free today
Turn commissions into clarity.
Your business deserves more than a shoebox of receipts. Open your agent account, organise every property and payout, and let the numbers feel lighter from day one.
Start Free Agent Account