Rental Property spreadsheets track income expenses 1 - 20 investment properties manager use Microsoft Excel Google Sheets or Numbers for Mac
Product Info
Keep track of your rental property portfolio using these spreadsheets. You can track income and expenses for each of your investment properties.
There are 2 versions included in the download
1. One excel file for up to 10 properties
2. One excel file for up to 20 properties
There is a summary tab where you can record the details of each property including the address, weekly rent, when the rent is due and any other important notes.
For each property, there is a tab to record income and expenses. The expense categories are pre-filled but you can type over the top of the existing categories and add your own in the blank rows as well. On each of these tabs is a pie graph of the expenses (by category) which will automatically update as you enter values into the spreadsheet, so you can see which expenses are big ticket items, where you might be able to cut back, and also to forecast future maintenance items. I enter forecast costs in red. Once they have been spent I change the font color to grey.
Anything you enter in the tabs for each property will automatically populate the summary tab. The summary tab has a pie graph of expenses (by category) and a bar graph for income versus expenses for each property.
Each property is color coded in a different color.
With these spreadsheets you can track positive or negative gearing and how much each property is truly costing you. It's also helpful for identifying any properties that are costing too much to maintain and either need a renovation or to sell.
Video walkthrough of the spreadsheets: https://www.youtube.com/watch?v=gi0i6SOUpiY&t=472s
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If you'd like more detailed spreadsheets for tracking income, expenses, maintenance, repairs, forecasting ongoing costs, doing feasibility analysis before purchasing future properties (total upfront costs versus how much you need to sell for to make a profit), comparing loans and deciding whether to refinance then see here: https://etsy.me/2Zbc06G
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ABOUT THE SPREADSHEETS
- Instant download - start using it straight away!
- Excel file format (can also be used in Google Sheets and Numbers for Mac)
- Formulas will automatically pull the numbers through from the detail tabs (where you input your information) into the summary tab so you don't need to enter things twice
- Can make as many copies of the spreadsheet as you need for each of your rental properties
- Purchase once and re-use again and again each year
These spreadsheets are a perfect, simple and easy to use tool for non-financial people :)
Both a blank version and a pre-filled / example version are included in the download.
Note: I have not included tax implications in this spreadsheet so you can live anywhere in the world and use these spreadsheets
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SPREADSHEET FEATURES
- Simple, clean, non-gender specific design
- Formulas automatically calculate
- Tips and examples are in the spreadsheets to help guide you/recommended use (hover your mouse over cells that have a red triangle in the corner)
- Currency can be changed from $ to pounds, Yen or any other currency you like
Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for the link to the download page.
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TERMS OF USE/USER AGREEMENT
I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel or Google Sheets. Basic excel skills are required. There are no refunds under any circumstances, including if you do not have basic excel skills.
I accept no responsibility for errors that may be made in this spreadsheet. I am not accountant – I have created these spreadsheets based on my years of experience running an Etsy shop and online business. You are responsible for ensuring values are correct. I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.
These templates are strictly for your personal use only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.
By purchasing you accept and agree to the above terms of use.
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PLEASE READ
>>>> Software requirements
- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They should also work with earlier version of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheet which is free online: https://www.google.com/sheets/about/
I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.
The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).
Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.
The watermarks will NOT appear on your copy.
Colours may vary depending on your monitor and printer.
There are no refunds on digital items.
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DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.
Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for an automatic email containing the link to the download page. If you have changed email addresses or cannot locate the email which may go to your spam/junk folder, instructions for accessing the download page are included in the 'notes from seller' on your order receipt.
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