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Trust accounting
Preview · sample data
Trust Accounting
Escrow trust ledger for your real estate transactions
Trust Balance
1,635
Total Deposits
1,713
Disbursements
3,423
Active Holdings
127
Normal
Transaction Ledger
Date
Deal
Contact
Description
Amount
Balance
8/5/2026
Sofia Moreau
Noah Bergman
Sample entry shown for preview purposes.
480
869
8/2/2026
Amara Okafor
Leila Haddad
Sample entry shown for preview purposes.
517
906
7/30/2026
Diego Reyes
Tomas Novak
Sample entry shown for preview purposes.
554
943
7/27/2026
Priya Sharma
Yuki Tanaka
Sample entry shown for preview purposes.
591
980
7/24/2026
Noah Bergman
Sofia Moreau
Sample entry shown for preview purposes.
628
137
7/21/2026
Leila Haddad
Amara Okafor
Sample entry shown for preview purposes.
665
174
Trust accounting preview, Calisto Extensions, Calisto Pro