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Reply to I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.     
Old 01-01-2014, 08:53 PM   #31
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
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Originally Posted by blue_wynd View Post
Thanks for the effort, I will buy the beer when you come my area even though I probably won't be using this since I do mainly P & C. .
I wish I still drank. Make that a Diet Pepsi and you're on. What area are you in?
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Old 01-02-2014, 02:11 AM   #32
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I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing. Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.
Originally Posted by Jerard View Post
I wish I still drank. Make that a Diet Pepsi and you're on. What area are you in?
Diet Pepsi? At least go with regular lol. Check your inbox please.
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Old 01-02-2014, 02:45 PM   #33
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
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Originally Posted by blue_wynd View Post
Diet Pepsi? At least go with regular lol. Check your inbox please.
Naww...have to do the diet thing. Docs put me on the needle for sugar a couple of months ago. That's from a lifetime of eating crap like fast food and donuts...it will catch up with you.

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Track Everything with LeadTracker and Commission Tracker.
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Old 03-03-2014, 08:11 PM   #34
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
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I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing. Re: I Made a Spreadsheet for Commission/Deposit/Tax Tracking that I'm Sharing. Jerard is the thread starter for: I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.

Version 3.8 Uploaded 3/3/14 - See post #1 for details.

Main improvement: Added a way to keep track of your after advance commissions (thanks to John Galt for the suggestion).
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Old 03-04-2014, 09:07 PM   #35
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
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Version 4.0 Uploaded 3/4/14 - See post #1 for details.

Sorry for the fast update but I got on a roll. Then a cupcake.

Main improvement: Much faster setup. Now only one sheet needs to be initially setup. All calculations on sheets Q2, Q3, and Q4 are coded to reference the setup information on Q1.

BTW...whether or not anyone uses this thing I do it for fun. It's therapeutic and keeps me off the nut ward.
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Old 04-05-2014, 10:41 AM   #36
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
Join Date: Jun 2012
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I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing. Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing. Jerard is the thread starter for: I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.

Version 4.2 Uploaded 4/5/14 - See post #1 for details.

Just some minor changes. No added features.
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Old 04-05-2014, 11:30 AM   #37
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moonlightandmargaritas on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
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Love the color scheme!
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Old 04-05-2014, 11:55 AM   #38
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
Join Date: Jun 2012
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Originally Posted by moonlightandmargaritas View Post
Love the color scheme!
I've always liked Hunter Green. It's simply "studly". I make all my girlfriends dye their hair that color.
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Old 06-20-2014, 11:47 AM   #39
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
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I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing. Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing. Jerard is the thread starter for: I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.

Version 4.6 Uploaded - 6/20/14 - See post #1 for details.

- Added a Monthly totals row
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Old 07-09-2014, 09:45 PM   #40
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Jerard on I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.
 
Join Date: Jun 2012
Posts:2,764
State: Jerard is an Insurance Agent from Florida
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I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing. Re: I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing. Jerard is the thread starter for: I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.

Commission Tracker
Version 5.0 Uploaded (Major Upgrade) - See post #1 for more details.

-Converted spreadsheet from 4 quarters to 12 months
-Added support for up to 30 sales per month (360/year)
-Added Monthly averages
-Added Adjustment percentage entry
-Added Adjustment constant figure entry
-Added support for the payment and tracking of Quarterly tax payments
-Added End of Year Tax summery sheet
-Added column for clients phone number to assist in client communications
-Added some helpful links to tax information
-Moved less popular features toward the right side of the spreadsheet
-Enhanced and clarified Help comments
-Added links for secure donations
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Last edited by Jerard; 08-18-2014 at 12:49 PM.
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