10 tabsGoogle Sheets + Excel
Project Management Spreadsheet
Tasks, Kanban board, Gantt chart and dashboard in one sheet that keeps itself up to date.
$7.00$14.0050% off
Overview
Keep every rental in one landlord spreadsheet. Log rent as it comes in and expenses as you pay them, and the tracker shows which tenants have paid, who is partial or late, and how much is still owed this month. Leases ending soon are flagged before they catch you out.
Each property gets its own income, expenses, net cash flow and equity, and an annual summary gathers the year by property for tax season. Built for small landlords with up to 10 rentals or units.
Who has paid
This month's rent shows Paid, Partial, Due or Late for every tenant.
Cash flow per property
Income, expenses, net cash flow and equity for each rental.
Lease dates handled
Status, days left and a heads-up for leases ending soon.
Ready for tax time
Schedule E style expense categories and a year-end summary.
What's inside
Properties
Up to 10 rentals or units with purchase price, value, loan balance, occupancy, rent, income, expenses, net cash flow and equity
Tenants & Leases
Up to 40 tenants with lease dates, rent, deposit and due day, lease status, days left and this month's rent status
Rent Log
Each payment with property and tenant dropdowns, late fees and other income, deposits kept separate
Expenses
Schedule E style categories such as mortgage interest, repairs, taxes, insurance, HOA and utilities, with a receipt check
Dashboard
Income, expenses, net cash flow, occupancy, rent still owed, leases ending soon, cash flow by month and property
Annual Summary
Income and expenses per property for the year
Example
4 rentals with a full year of rent and expenses filled in
Start Here guide
PDF with the Google Sheets copy link and set-up steps
How it works
- 1
Buy on Etsy, then download the START-HERE PDF and the Excel file from your Etsy Purchases page.
- 2
For Google Sheets, open the link in the PDF and choose Make a copy. For Excel, open the .xlsx file.
- 3
Add your properties and tenants, then log rent and expenses as they happen.
Good to know
- Digital download: nothing is shipped
- Personal use license: please don't share or resell the files
- Not financial or tax advice: a record-keeping tool, not tax, legal or accounting advice
Questions
How do I track rental income and expenses in a spreadsheet?
Record every rent payment and every expense with the property it belongs to. This tracker does the totals for you: cash flow by property and by month on the dashboard, and a year-end summary for each rental.
How many properties can I track?
Up to 10 rentals or units and up to 40 tenants.
Does it help with taxes?
It keeps your records organized for tax time, with Schedule E style expense categories and an annual summary per property. It doesn't file anything or give tax advice, so check the numbers with your tax professional.
Can I use it again next year?
Yes. Change the year on Settings and keep using it every year.
Do I need Excel?
No. It works in free Google Sheets with a Google account, on a computer, tablet or phone. If you prefer Excel, open the .xlsx file instead. Apple Numbers can open the Excel file too.
How it's made: designed by Sorted Templates. We use AI tools to help draft text and lay out pages, and every page is reviewed and edited by us before it's listed. Lifestyle and mockup images may be AI-generated or AI-edited; the page previews show the actual files.
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