Income vs Expenses Chart
IncomeExpenses
$50k$40k$30k$20k$10k$0
JanFebMarAprMayJunJulAugSepOctNovDec
See income and expenses across the period, so a heavy spending month stands out without opening a spreadsheet.
Real Estate Accounting Software Dashboard for Agents
Accounting software for realtors, at a glance. The AgentXpense dashboard shows income, expenses, net income, and deal count for any date range, along with a sales tax snapshot, recent activity, recent clients, and quick actions in one place.
Review income, expenses, transactions, clients, and reports from one dashboard.
Your Real Estate Business at a Glance
- 1
1. Financial Totals by Date Range
- 2
2. Income vs Expense Chart
- 3
3. Deal Pipeline Snapshot
- 4
4. Import Review Count
What Is the AgentXpense Dashboard?
The AgentXpense dashboard is the central overview of your real estate business finances. It shows key totals for the date range you choose, including sales tax received and tax on expenses, along with your deal pipeline, recent transactions, recent clients, and quick actions. Each tile links to the deals, income, expenses, or reports behind the number.
Key Financial Numbers, Then the Work
Total deals, income, expenses, and net income sit at the top for the date range you choose. Under them, quick actions let you add an expense, add income, add a deal, connect your bank (on plans that include it), and review imports with a live count.
Deal Pipeline
View allPending commission
$55,700
02 pending
13 total deals
Closed07$156,066
Share54%
Pending02$55,700
Share15%
Active04$0
Share31%
See Active, Pending, and Closed deal counts, using the same statuses as Deal Management.
Recent Transactions
Review imports- Home Office Allocation-$243Home Office Deduction · Dec 31, 2026
- Commission - Vista Bonita+$18,500Income · Dec 12, 2026
- Professional Photography AZ-$450Marketing · Dec 5, 2026
Review your latest income and expenses, and spot a wrongly categorized transaction while it is still fresh.
Recent Clients
View all- OHOwen Hartowenhart@gmail.com · Sep 17, 2026
- DMDavid Moralesdavid@email.com · Dec 8, 2026
- MCMichael Chenmchen@email.com · Nov 22, 2026
Quickly open the clients you recently added to deals, with a direct link to each client overview.
Keep Your Numbers Current With the Import Review Count
When a bank sync or statement import has transactions waiting, the dashboard shows how many need review. Clear the queue so your totals reflect your latest activity, then open the transactions behind them.
Import review
Bank sync and statements waiting to be accepted
Waiting in Transaction ReviewNot in totals yet
- $ 64.18
Chevron #1842
03 Dec · Uncategorized
- $ 128.40
Staples Business
04 Dec · Uncategorized
- $ 59.99
Adobe Creative Cloud
06 Dec · Uncategorized
- $ 45.00
WeWork Day Pass
07 Dec · Uncategorized
- $ 12,400.00
Commission deposit
09 Dec · Uncategorized
Open review queue
A Tax Snapshot Before You Open Reports
Alongside your main totals, the dashboard shows sales tax received and sales tax on expenses for the selected period. These figures use the rate saved in your profile and the tax type picked on each line. Think of it as a quick read, not a filing. When you need the payable or refund amount, a category Profit & Loss, or a PDF for your accountant, open Tax-Ready Reports.
- Sales tax received and tax on expenses for the date range on screen
- Based on your profile rate, with None, Inclusive, or Exclusive set per line
- Filing and remittance stay with you and your accountant
From Dashboard Summary to Detailed Reports
Use the dashboard as your starting point, then open reports, deals, and expenses when you need more detail. The net income here matches your reports, and each tile links to the records behind it. When you need paper or files, each module has its own Print button (Summary, List, or Monthly) and CSV export, while the year-end Profit & Loss PDF comes from Reports.
Dashboard FAQ
For the date range you select, the dashboard shows total deals, income, expenses, and net income. It also includes an income vs expenses chart, Active, Pending, and Closed deal counts, recent transactions, recent clients, and quick actions, including how many imported transactions still need review.
Yes. The dashboard uses the same date range control as the rest of AgentXpense. The totals and the chart update to match the period you select.
Transactions from bank sync and statement imports wait in a review queue until you accept them. The dashboard shows how many are waiting, so they don't sit uncategorized until tax season.
No. Total deals is the number of deals in the selected date range. The pipeline card breaks that number into Active, Pending, and Closed, so you can tell closed deals apart from files that are still in progress.
No. The dashboard has a fixed layout: financial totals and quick actions at the top, then the income vs expenses chart and deal pipeline, then recent activity. It is designed as a short, clear snapshot of your business rather than a customizable widget board.
Yes. The dashboard tiles link to your deals, income, expenses, and reports, and the tax snapshot links to the full report.
Yes. The dashboard shows total income, total expenses, and net income for the selected date range, along with your most recent income and expense transactions.
Yes. It shows sales tax received and tax on expenses for the selected date range, based on the rate in your profile. For payable or refund totals, open Reports. AgentXpense does not file or remit sales tax.
The dashboard is a summary view. Printing and CSV export live on each module, such as Expenses, Income, Deals, and Pre-Construction, and the year-end Profit & Loss PDF prints from Reports.
Yes. You get a 30-day free trial with no credit card required, including the dashboard, deals, and reporting.
See Your Real Estate Finances at a Glance
Review income, expenses, transactions, clients, and reports from one dashboard.
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