I Made a Commission/Deposit/Tax Tracker/Spreadsheet that I'm Sharing.

Discussion in 'Insurance Technology Forum' started by Jerard, Nov 5, 2012.

  1. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    I wish I still drank. Make that a Diet Pepsi and you're on. What area are you in?
     
  2. blue_wynd
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    blue_wynd Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Diet Pepsi? At least go with regular lol. Check your inbox please.
     
  3. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    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.:no:
     
  4. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Spreadsheet for Commission/Deposit/Tax Tracking 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).
     
  5. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    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. :)
     
  6. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

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

    Just some minor changes. No added features.
     
  7. moonlightandmargaritas
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    moonlightandmargaritas Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

    Love the color scheme!
     
  8. Jerard
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    Jerard Well-Known Member

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    I've always liked Hunter Green. It's simply "studly". I make all my girlfriends dye their hair that color.
     
  9. Jerard
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    Jerard Well-Known Member

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    Re: I Made a Commission/Deposit/Tax Tracker that I'm Sharing.

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

    - Added a Monthly totals row
     
  10. Jerard
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    Jerard Well-Known Member

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    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
     
    Last edited: Aug 18, 2014

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