# Closebooks — Know what you actually keep

> Real estate agent finance tracker for commissions, mileage, expenses, and tax estimates. (iPhone/iPad app by Aaron Rasmussen.)

- Source: https://appshunter.io/ios/app/closebooks/id6794920345 (this page in markdown: same URL + `.md`)
- Developer: [Aaron Rasmussen](https://appshunter.io/developer/6794920347)
- Category: Finance, Business
- Price: Free with in-app purchases
- Rating: 5.00/5 from 2 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 26.0 · 8 MB
- Languages: American English
- Released: 2026-08-26
- Data updated: 2026-09-01
- Monetization: subscription
- User reviews in markdown: https://appshunter.io/ios/app/closebooks/id6794920345/reviews.md

## What is Closebooks?

Closebooks keeps a clean set of books for independent real-estate agents — commissions, mileage, receipts, fees, and quarterly tax estimates, organized the way IRS Schedule C wants them.

A Schedule C return averages $457 at a CPA (National Society of Accountants). Most of that bill is cleanup: the shoebox of receipts, the reconstructed mileage log, the commission nobody wrote down. Closebooks is that cleanup done all year, so tax season is a handoff instead of an excavation.

WHAT IT TRACKS
• Commissions — log each closing as it pays out: gross, split, and what you actually kept.
• Mileage — every deductible mile at the correct 2026 IRS rate ($0.725/mi Jan 1–Jun 30, $0.76/mi Jul 1–Dec 31, per IRS Announcement 2026-11), applied by trip date, never one flat annual rate.
• Receipts & expenses — snap the receipt, file it to a real Schedule C line.
• Fees & dues — MLS, board, license renewals, E&O — plus the rules agents actually hit: client meals 50% deductible, entertainment 0%, client gifts capped at $25 per recipient, RPAC contributions never deductible.
• Quarterly estimates — computed from your recorded income and expenses, not a guess.
• Casey — ask "how's my Q3 looking?" and get an answer grounded in your own ledger. If your books don't hold the answer, Casey says so instead of making one up.

BUILT HONEST
• Your numbers live on your phone first, synced under your account.
• No countdown timers, no fake discounts, no invented testimonials — here or in the app.
• Closebooks organizes and computes; it doesn't give tax advice. For decisions, confirm with your CPA.
• US-only by design: Schedule C is US tax law, and exact beats everywhere.

PRICING
$5.99/week, $19.99/month, or $149.99/year — the annual plan costs 52% less than a year of weekly billing. Every plan starts with a 1-month free trial.

Subscriptions auto-renew unless canceled at least 24 hours before the current period ends. Manage or cancel anytime in your App Store account settings.

Privacy policy: https://closebooks.app/privacy
Terms of use: https://closebooks.app/terms
Questions: https://closebooks.app/feedback

## Key features

- Track commissions
- Log deductible mileage
- Manage receipts and expenses
- Organize fees and dues
- Calculate quarterly tax estimates
- AI-powered financial insights

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Weekly | $5.99 | per 7 days |
| Monthly | $19.99 | per month |
| Annual | $149.99 | per year |


## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/closebooks/id6794920345/reviews.md

### 5/5 — Best App Ever

*2026-08-27*

I just got closebooks to start tracking my expenses as a realtor… it’s so easy to use and has so many great every day tools! 10/10 recommend!

## Frequently asked questions about Closebooks

### What is Closebooks?

Closebooks is a finance management app designed for independent real-estate agents. It helps you track commissions, mileage, expenses, and fees to simplify tax preparation for IRS Schedule C.

### How much does Closebooks cost?

Closebooks offers subscription plans at $5.99/week, $19.99/month, or $149.99/year. All plans include a 1-month free trial.

### Does Closebooks have ads?

No, Closebooks does not contain advertisements. The app is designed to provide a clean and focused user experience without interruptions.

### What devices does Closebooks support?

Closebooks is currently supported on iPhones. It is designed for US-only tax law, specifically for Schedule C.

### How often is Closebooks updated?

The latest version of Closebooks is 1.0.3, which was last updated on August 29, 2026. Updates ensure the app remains current with features and IRS regulations.

### Can I cancel my Closebooks subscription?

Yes, you can cancel your Closebooks subscription at any time. Subscriptions auto-renew unless canceled at least 24 hours before the current period ends, managed through your App Store account settings.

### What kind of financial data does Closebooks track?

Closebooks tracks commissions, deductible mileage at the correct IRS rate, receipts and expenses filed to Schedule C lines, and fees like MLS dues and license renewals. It also calculates quarterly tax estimates based on your recorded income and expenses.

### Does Closebooks provide tax advice?

No, Closebooks organizes and computes your financial data but does not provide tax advice. It is recommended to confirm any financial decisions with your CPA.

## Version history (last 4 releases)

### 1.0.3 — 2026-08-29

Fixes a bug in 1.0.2 that reported fees and dues as $0.

If you marked a recurring fee paid in 1.0.2 — a monthly desk fee, quarterly MLS access, annual dues — the payment was recorded but the Taxes tab, the Home screen and the CPA export all showed nothing for it. The Get Set-Aside shortcut showed the correct figure, so the two disagreed.

If you upgraded from 1.0 with fees already marked paid, that deduction dropped to zero on your first launch of 1.0.2. Your records were never lost — only the total was wrong, and it is correct again now. Nothing you need to re-enter.

Because fees reduce your net profit, the quarterly self-employment estimate was too high for the same reason. That is corrected too.

Also fixed: deleting a fee that had payments recorded against it could leave the app unable to open. And deleting a fee no longer changes what its past payments deducted — a dues payment you had corrected from fully deductible to partial stays corrected.

One more, invisible but worth naming: receipt images were being re-uploaded on every sync, and deleting an expense left its image on our servers instead of removing it. Both are fixed.

### 1.0.2 — 2026-08-27

Fees & dues is now a real tracker for repeating payments.

Mark a fee paid and the schedule moves to its next due date instead of reading as settled forever. A monthly desk fee is twelve payments a year, and all twelve now reach your Schedule C — before this, a $95/month fee counted $95 for the whole year.

Tap Paid again to undo it. There was no way back from a mis-tap before, which mattered because the payment date decides which quarter owns the deduction.

Reminders arrive three days before each fee is due, the same lead time as the quarterly deadlines.

And you're no longer asked to classify your own taxes. Closebooks sets deductibility from the fee you pick and shows the rule on the row. The one question with a genuinely non-obvious answer — the lobbying share printed on an association's dues invoice — is asked only of the dues that have it. The full control is still there under Tax details if you want it.

A correction worth naming plainly: the home-office deduction was pushing net profit below zero. Section 280A(c)(5) doesn't allow that — it's limited to what's left after your other deductions, and under the simplified method the excess is lost rather than carried forward. Line 30 now reports the figure the return allows and tells you what was disallowed. If you had a home office set with little profit recorded, your Line 31 was lower than it should have been. Your quarterly set-aside was never affected.

Location got a home too. Account → Permissions shows whether tracked drives can actually measure distance, and the Miles tab now says so plainly when they can't, instead of looking ready to go.

### 1.0.1 — 2026-08-26

Clearer screenshots on the App Store listing, so what you see before downloading matches what you get.

No changes to the app itself in this update.

### 1.0 — 2026-08-26

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-01.*
