We’re excited to announce one of the most requested features in Closing Cloud — Expense Tracking!
This new tool helps agents and teams keep better tabs on their business costs by organizing every expense right inside the transaction record. Whether it’s marketing, travel, photography, or office supplies, you can now log, categorize, and link expenses directly to your deals.
Why We Built It
Managing expenses is one of those small tasks that can quickly pile up. Agents often end up juggling spreadsheets or trying to remember which deal that last charge was for. The new Expense Tracker eliminates that hassle by bringing everything together in one place — no separate tools or manual entry required.
What You Can Do
With Expense Tracking, you can:
Add expenses directly from any transaction page
Categorize costs for marketing, travel, office supplies, and more
Link expenses to specific transactions for better reporting
Set limits per transaction to keep spending on track
Export reports for tax prep or accounting
All your expenses automatically roll up into your commission breakdown, giving you a clear view of what you’ve earned and what you’ve spent in one easy-to-read summary.
Quick Demo
We recently added a short demo video showing how it works. You can check it out here:
Watch the Expense Tracking Demo
Try It Out
Expense Tracking is live now and included in all accounts. If you’re new to Closing Cloud, you can try it free for 30 days, no credit card required.
Start organizing your deals and expenses more efficiently today, and see how much easier managing your business can be.
Frequently asked questions
You can add a new expense directly from the transaction record page by clicking the Add Expense button in the upper right corner. From there, choose a category, enter the amount, and link it to the correct transaction.
Yes. You can assign each expense to a category such as Marketing, Travel, Office Supplies, or Other. Categorizing helps with reporting and export summaries later.
Yes. Expenses automatically integrate into your commission breakdown, giving you a clear picture of your net earnings after costs.
Absolutely. You can export expenses by transaction, category, or date range — perfect for accounting or tax prep.