Excel + Google Sheets
Rental Property Spreadsheet
Run your rentals like a business, without the monthly software bill. Log each transaction once and occupancy, profit margin and your whole portfolio calculate themselves, per property, per year, and side by side.
Coming to Etsy this week
Instant download on Etsy: Excel files plus a link to your own Google Sheets copy.
What’s inside · 12 tabs
- Instructions: A 5-step setup and the three golden rules (you only type in the yellow cells)
- Portfolio Dashboard: Big KPI cards, donut and bar charts for your whole portfolio
- Setup: Up to 5 properties with units and type, your categories, currency and a grace period for late rent
- Lease Tracker: Tenants and lease terms in one place; type and lease length fill in
- Income: Every rent charge and payment. Total, balance, status (paid, late, underpaid, overdue) and days late calculate
- Expenses: Every cost, categorised, with its Schedule E line
- Mileage: Every drive, with the amount at the rate you set for its dates
- Tenant Ledger: Pick a tenant. Contact, lease, totals and the latest 12 charges, colored on time / late / outstanding
- Property Dashboard: Per-property income, expenses, profit, margin and collections for the dates you pick
- Annual: 12 months from any start month, for all properties or one property or unit, with a cash-flow summary
- Comparison: Up to 3 properties or units side by side. Income, expenses, profit, margin
- Maintenance: Every repair with priority, contractor, estimated vs actual cost and payment status
Features
- Visual Portfolio Dashboard tab: big KPI cards (total income, total expenses, net profit, profit margin, occupancy), donut and bar charts across your portfolio that update from your entries
- Portfolio metrics that fill themselves: net profit and margin for the period you pick, units, occupancy
- 22 charts across the dashboards: the numbers you'd otherwise build by hand
- Compare up to three properties without copying anything
- Mileage and maintenance tracked in the same file as the money
- Currency picker in Setup, reusable year after year (each dashboard has its own dates)
- Filled EXAMPLE workbook + clean BLANK workbook included
- Excel AND Google Sheets versions, both in this listing
- Every formula tested before publishing
You’ll need
- Microsoft Excel 2016 or newer (desktop; Microsoft 365 not required) or a free Google account for the Google Sheets version.
- Best on desktop or laptop.
More in Small Business
