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Inna Ivchenko, Realtor® • GRI • HAFA • PSC Calabasas CA (Barcode Properties)

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Rainmaker
1,555,100
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
CEO of Vision Drive Realty - Coastal San Diego

My credit card statements...I only use cards and pay them off monthly...easy peasy.

Aug 30, 2017 08:26 PM
Rainmaker
3,988,013
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

I put all business expenses on my credit card including Realtor Dues, education expenses, fuel, client gifts, etc. At the end of the year, there is one place to look. The bonus is I earn points for travel.

Aug 30, 2017 07:52 PM
Rainmaker
1,525,616
Sybil Campbell
Fernandina Beach, FL
Referral Agent Amelia Island Florida

I don't use an app for that, I keep records and use an excel spreadsheet on my computer.

Aug 30, 2017 06:28 PM
Rainmaker
941,688
Bruce Walter
Keller Williams Realty Lafayette/West Lafayette, Indiana - West Lafayette, IN

Inna, I am pretty high tech as I use an old shoebox in the corner of my office for receipts.

Aug 30, 2017 03:24 PM
Ambassador
3,350,764
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

I have used Quicken since 2006.  I keep paper receipts in a filing system that is purged every year and a new one is created. 

Aug 31, 2017 07:49 AM
Rainmaker
5,117,178
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

My husband, who does my books.

Aug 31, 2017 04:20 AM
Rainmaker
716,789
Richard Bazinet /MBA, CRS, ABR
West USA Realty - Scottsdale, AZ
Phoenix Scottsdale. Sellers, Buyers & Relocations

MS Excel

Aug 30, 2017 10:04 PM
Ambassador
5,258,966
Debe Maxwell, CRS
Savvy + Company (704) 491-3310 - Charlotte, NC
The RIGHT CHARLOTTE REALTOR!

Credit card purchases only that are filed every week into QuickBooks into specific categories. Then everything is given to the CPA twice a year so taxes can be filed on time.

Aug 30, 2017 07:24 PM
Ambassador
2,684,769
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

 Excel

Aug 30, 2017 06:33 PM
Ambassador
5,063,430
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

Detailed spreadsheet and log book in car. I have all I need for my accountant!

Aug 30, 2017 05:02 PM
Rainmaker
5,773,367
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

We have monthly files for everything, then we use Quick Books, and at the end of the year our accountant does her magic.

Aug 30, 2017 04:12 PM
Ambassador
3,590,666
Anna "Banana" Kruchten
HomeSmart Real Estate - Phoenix, AZ
602-380-4886

Gary handles this part of the business and I believe he uses Quicken

Aug 30, 2017 02:59 PM
Rainmaker
5,583,328
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I create an excel spreadsheet every year for expenses....and another for income....

Aug 30, 2017 01:55 PM
Rainmaker
1,507,073
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I'm with Thomas J. Nelson, Realtor,CRS,e-Pro on this one.  I have one card that I use for 99% of my business expenses.  I have one restaurant where I only go when entertaining clients and talking with lawyers, so all expenses at that retaurant are by default client entertainment/business meals.

Aug 31, 2017 01:45 PM
Rainmaker
809,258
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

We still just use a pen and pad for mileage. We do all business costs on a business credit card and keep receipts. I do reconcile it all in Quicken so I can print out categories of expenses for our accountant. -Kasey

Aug 31, 2017 08:32 AM
Ambassador
6,426,149
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

I call it delegation, best if someone else handles these details while I do what I do best.

Aug 30, 2017 11:44 PM
Rainer
321,564
Melissa Jackson REALTOR
Trinity Premier Properties - Azle, TX
Helping You Make The Right Move

I use my calendar to track expenses. Nothing elaborate. 

Aug 30, 2017 10:01 PM
Rainmaker
1,242,204
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Added up all receipts and estimate mileage.  If you lease your car it is still better to charge mileage. It takes me may be 20 minutes each year to gather receipts etc put on a spread sheet give to my CPA.  The apps are great but it is more time consuming.

 

Aug 30, 2017 07:18 PM
Rainer
353,865
Jim Cheney
Saint Francis Property Santa Rosa, CA - Santa Rosa, CA
Rincon Valley Realtor 707.494.1055

Excel spreadsheet, and manually enter the data from reciepts I throw in a drawer.  This is an area I could improve in.

Aug 30, 2017 06:15 PM
Rainmaker
3,986,308
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I use an old fashion ledger. I can enter my expenses before the computer warms up

Aug 30, 2017 03:53 PM
Rainer
431,142
J.R. Schloemer
Kentucky Select Properties - Louisville, KY

I have an excel spreadsheet that I use, and a mileage log book I keep in my car. I have thought about MileIQ, but have never gotten around to looking into it more.

Aug 30, 2017 03:36 PM
Rainmaker
1,712,876
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

We do QuickBooks daily and we coordinate our entries with our CPA so he does not have to recode.

Aug 30, 2017 01:42 PM
Rainmaker
1,728,867
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

We just upload into Quickbooks weekly

Sep 01, 2017 10:20 AM
Rainmaker
4,800,132
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

I use Quicken.

Sep 01, 2017 06:18 AM
Rainmaker
4,434,177
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Thank you.

Sep 01, 2017 05:11 AM
Rainmaker
4,319,873
Praful Thakkar
LAER Realty Partners - Burlington, MA
Metro Boston Homes For Sale

Inna Ivchenko - I do not have an app - so checking other responses.

I have my little spreadsheet on Google drive...

Aug 31, 2017 09:46 PM
Rainer
2,450
Scott Eckhoff
Century21 SPX Realty Professionals - Lakewood, CO
New Realtor in Colorado

Initially I used Quickbooks, however; I found that my time was consumed by finance and offloaded the accounting to my tax firm.

Aug 31, 2017 11:40 AM
Rainmaker
4,968,101
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Quick books works for me.

 

Aug 31, 2017 11:34 AM
Ambassador
1,078,551
John Meussner
Mortgages in AZ, CA, CO, DE, FL, GA, IN, MD, MN, MT, NC, NJ, NV, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI - Fair Oaks, CA
#MortgageMadeEasy Fair Oaks, CA 484-680-4852

I use expensify, great app with lots of features tha tmake it easy to track everything

Aug 31, 2017 10:44 AM
Rainmaker
7,871,831
Roy Kelley
Retired - Gaithersburg, MD

We simply use a spreadsheet.

Aug 31, 2017 06:32 AM
Rainmaker
1,466,257
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Inna Ivchenko I don't use an app, but I do use QuickBooks on my desktop.

Aug 31, 2017 06:25 AM
Rainmaker
5,246,557
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I use pen and paper, but my son has me leaning towards Excel!

Aug 31, 2017 06:21 AM
Rainmaker
3,071,589
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Coldwell Banker Realty

Suzanne uses QuickBooks Online

Aug 31, 2017 06:06 AM
Rainmaker
855,769
Peter den Boer
Atlanta Communities - Woodstock, GA
MBA,GRI, Associate Broker, Realtor

Quick books is great! All it takes is about 2 minutes a day and I am up-to-date. My CPA loves it too.

Aug 31, 2017 06:03 AM
Rainmaker
991,852
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

Excel - we've been using the same spreadsheet for 25 years (created by my husband of course LOL)

Aug 31, 2017 05:58 AM
Rainer
65,378
Steve Bracero
Heisler and Mattson - Shrewsbury, MA
First Time Homebuyer and Investor Specialist

I see excel is a favorite! I considered switching to an app 

Aug 31, 2017 03:19 AM
Rainmaker
5,879,816
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I have always used Excel spreadsheets to keep track of both expenses and business.    My CPA has tweaked some of the columns to help her.   The key is to enter them as they happen, not at the end of the year.   

Sep 02, 2017 06:52 AM