Rental Property Tracker - Landlord Bookkeeping + Schedule E Reports (Any Tax Year)

A simple Excel system to track rental income, expenses, mileage, and assets across one or more properties—including live-in / rent-out-portion (house-hacking) scenarios—so you can produce Schedule E–ready totals at tax time.

Stop chasing receipts and spreadsheets across multiple files. This Rental Property Tracker is a one-workbook bookkeeping system built for landlords and real estate investors who want clean records and fast tax-time totals (including Schedule E category summaries).

Use it for:

• Single property or multiple properties
• Long-term rentals (and mixed personal/rental “house-hacking” scenarios)
• Tracking income, deductible expenses, mileage, and major assets/improvements

WHAT YOU GET (Digital Download)

• 1 Excel workbook (XLSX): USCES_Rental_Tracker_v1.1.xlsx
• 2 PDF guides (v1.1):
• Quick Start Guide
• Schedule E Category Reference
• Bonus (TXT): README (Start Here), License Terms, Changelog

Requirements

• Microsoft Excel (Windows or Mac). Not designed for Google Sheets.
• No macros.

Important

This file supports recordkeeping and reporting, but it’s not tax or legal advice. Always follow IRS rules and/or your tax professional’s guidance.

BEST FOR

- Landlords with one or multiple rentals

- House-hackers renting rooms or a portion of their primary home

- Anyone who wants Schedule E-friendly reporting and organized records for tax time

KEY FEATURES

- Property list with ownership % support

- Allocation logic for shared expenses (SqFt, Time, SqFt*Time, or Manual %)

- Income tracker with taxable toggle

- Expense tracker with Schedule E categories + deductible calculation

- Mileage log with deduction calculation

- Asset tracker with depreciation inputs (to match your tax software/CPA)

- Reports summary for totals by property and category

HOW IT WORKS (3 steps)

1) SETTINGS: Enter tax year, days in year, and mileage rate.

2) PROPERTIES: Add each property and set use type + allocation method if partial-home rental.

3) ENTER DATA: Fill INCOME / EXPENSES / MILEAGE / ASSETS. Review REPORTS at any time.

FILE REQUIREMENTS

- Microsoft Excel (recommended). Some features may not fully work in Google Sheets.

NOTES / DISCLAIMERS

- This template is for record-keeping and planning and is not tax advice.