Keep track of your rental property portfolio using these spreadsheets. You can track income and expenses for each of your investment properties (up to 10).
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.
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 click here.
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
Instructions for using in Google Sheets are here.
- Budget Calculator
- Personal budgeting
- Family budgeting spreadsheets
- Business budgeting
- Renovation planner
- First Home Budget
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I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel, Numbers for Mac or Google Sheets. Basic excel skills are required.
I accept no responsibility for errors that may be made in this spreadsheet. I am not accountant – 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.
>>>> 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.
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 the email address used to place your order for an automatic email containing the link to the download page.
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If you'd like a copy of these spreadsheets, here are the links: Rental property spreadsheets (use for 1 property): https://bit.ly/2NyjKOf Property spreadsheets (use for up to 10 properties): https://bit.ly/3bEyinn Instructions for using any Excel spreadsheet in Google Sheets: https://bit.ly/3dO4g3b --- More ways to organize your life using Excel spreadsheets --- Fist home budget: https://bit.ly/2ZStvcv Renovation planner: https://bit.ly/3pWOhSM Budget calculator: https://bit.ly/3aUf3H5 Personal Budgeting: https://bit.ly/3svQpmk Family Budgeting: https://bit.ly/3bWhNDt Excel travel planner: https://bit.ly/37MeVHF ______________________________________ *** FOLLOW ME *** Blog: https://allaboutplanners.com.au/ Etsy Shop: https://www.etsy.com/au/shop/AllAboutPlannersshop Online shop: http://www.allaboutplannersshop.com.au/ Digital paper shop: https://www.etsy.com/au/shop/PaperCra... Ecourses: http://buildabiggeronlinebusiness.teachable.com/courses Pinterest: https://www.pinterest.com.au/allaboutplanners/ Instagram: https://www.instagram.com/all_about_planners/ Email: firstname.lastname@example.org
How I use Exce...If you'd like a copy of these spreadsheets, here are the links...