Expense Management

Every expense tracked. Every deduction found.

RealBooks scans your bank transactions and receipts in real time, categorizes each expense by property, and automatically flags every deductible item — so nothing falls through the cracks at tax time.

Expense tracker showing categorized transactions with deductible flags

Want the full details? Read step-by-step guides, workflows, and tips in the docs.

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Bookkeeping that runs itself

Auto-Categorization

AI reads your transaction descriptions and assigns each expense to the right property and IRS category — maintenance, insurance, utilities, and more.

Receipt Capture

Snap a photo of any receipt and RealBooks matches it to the right transaction automatically. No manual entry, no lost receipts at audit time.

Deductible Flagging

Every expense is assessed for deductibility and tagged accordingly. Go into tax season knowing exactly what you can write off — no surprises.

Expense Management
  • Bank-level sync pulls transactions automatically — no manual CSV imports
  • Expenses tagged to individual properties for clean Schedule E reporting
  • IRS-standard categories: repairs, depreciation, insurance, management fees, and more
  • Attached receipts and notes stored against every transaction
  • Instant expense reports by property, category, or date range
  • Share read-only access with your CPA in seconds
  • Flag mixed-use expenses (personal vs. business) for accurate allocation

Audit-ready records, year-round

Every feature in RealBooks is purpose-built for the way real estate investors actually work — not adapted from generic accounting software.

$18K+

avg. tax savings
per investor

1,000+

investors
nationwide

5 min

avg. weekly
bookkeeping time

Never manually sort receipts again

Connect your bank and credit card accounts once. RealBooks handles the categorization automatically from that point forward.