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Excel / Google Sheets Workbook

HOME Agent Budget & Cash-Flow Planner

Instant download · Lifetime use · 30-day money-back guarantee

Built for irregular, commission-based income — not a generic budget template. Know exactly what's safe to pay yourself this month, even on a slow one.

$23
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One-time payment · Instant access · Lifetime use · 30-day money-back guarantee
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Set Up in 5 Minutes

Three steps. Then it runs itself.

Log what happens — the sheet does the math and tells you what's safe to spend.

Log a closing

Sale price, commission %, your broker split. Gross and net commission calculate themselves.

Log an expense

Pick a tax category from the dropdown — the Tax Summary tab sorts itself by quarter.

Check the Dashboard

Once a month. It tells you what's safe to pay yourself — nothing to calculate.

Every Tab, Itemized

What's inside the 6 tabs

What's inside — all 6 tabs
  1. Start Here — 3 steps to set up, in under 5 minutes
  2. Dashboard — Safe-to-Spend and reserve status, at a glance, plus a live chart
  3. Income Log — log a closing; gross and net commission calculate automatically
  4. Expense Log — log a cost; pick a tax category from a dropdown, done
  5. Reserve & Safe-to-Spend — the calculator behind the dashboard number
  6. Tax Summary — every expense sorted by category and quarter, automatically
File formats & delivery

Instant download with a real .xlsx workbook (opens in Excel, and imports cleanly into Google Sheets) plus a short .pdf quick-start guide.

The download link appears the moment checkout completes and is emailed to you as well.

License

Single-agent licence: use it for every year and every closing, forever, under your own numbers.

You may not resell, redistribute, or share the source file.

Refund policy

30-day money-back guarantee. Email agent.atelier@yahoo.com within 30 days and we'll refund you in full. No questions asked.

Do I need Excel?

No. It opens natively in Excel, and imports cleanly into Google Sheets (File → Import → Upload) if that's what you use. All the formulas carry over.

What if I'm just starting out with no history yet?

Use the manual override cell on the Reserve tab to enter an estimated monthly expense figure. Once you have 3 months of real data logged, switch it back to 0 and the automatic trailing average takes over.

Does it work for a full calendar year?

Yes — the workbook is built for one calendar year at a time. Duplicate the file each January to start the next year fresh, and keep the old one as your archive.

Complete the System

Buy the set. Save more.