For landlords
Rental Property Spreadsheet
Rent in, costs out, one row at a time. At the end of the year the numbers are already added up.
- Excel + Google Sheets
- USD / GBP / EUR
- Up to 30 properties
- 30properties, any rental type
- 3currency files
- 4page quick start guide
- 3charts that redraw themselves
What it does
Rent in, costs out, one row at a time. At the end of the year the numbers are already added up.
Rental bookkeeping goes wrong in the same way every year. The numbers exist, but they exist in a bank app, a shoebox and three email threads, and pulling them together in March costs a weekend.
This file is where you put them as they happen. One row per payment, with the property, the type and the category chosen from dropdowns so nothing gets typed two different ways. That is the whole discipline, and it takes about twenty seconds a payment.
From those rows the file works out the rest: what each property brought in, what it cost to run, month by month totals, and three charts that redraw themselves as you type.
It also does something most trackers do not. Mortgage capital leaves your account but does not reduce your tax, so the money you actually have and the money you are taxed on are never the same number. The file shows both, side by side, and names the difference. If you have ever wondered why the tax bill does not match what is in the account, that page is the answer.
What you get
Everything in the download.
- Three Excel files — dollars, pounds and euros — in one download
- One row per payment, with dropdowns and a filter on every column
- Up to 30 properties, long-term and short-term
- Tenants, opening balances and property sales tracked in the same file
- A yearly dashboard: totals, month by month and per property
- A tax position page, and the gap between real money and taxable result
- Three charts that redraw themselves
- A 4-page PDF quick start guide explaining every column
- Works in Excel 2016 or later and in Google Sheets. No macros, nothing to enable, works offline
Inside the file
What it looks like when it is open.
Real sheets from the file, filled with example data. Click any of them to see it larger.
Questions
Worth knowing first.
Does it do my tax return?
It works out a taxable position from your own figures and shows you what it did, which is what an accountant asks for. What it does not do is file anything or tell you what is deductible where you live — tax rules differ by country and change. Treat it as the page you print and hand over, not as tax advice. If you file Schedule E in the US, the Rental Property Tax Organizer lays the same year out line by line, in the order the form asks for it.
How many properties does it handle?
Up to thirty, long-term or short-term. That is well past the point where anyone is still doing this from memory.
Which currency file do I use?
Whichever matches how you actually collect rent. All three are in the one download, so the decision costs nothing and you can change your mind.
Can two people use it?
Yes. Put it in Google Sheets and share it with whoever else adds lines — an accountant, a partner, whoever chases the payments.
Rental Property Spreadsheet: Landlord Income and Expense Tracker
Bought and downloaded on Etsy. One payment, instant download, and the file is yours to keep.