Landlord Tracker Pro: Excel rental property spreadsheet with rent ledger, leases, expenses and yields (US and UK)
Run your rental properties from one Excel workbook: rent, leases, costs, repairs and yields for up to 20 properties and 30 tenancies.
Two editions in one download:
US: expenses grouped by Schedule E line, with capital improvements kept separate for depreciation.
UK: expenses grouped for the property pages of the Self Assessment return, with mortgage interest and finance costs shown on their own line for the basic rate tax credit.
What is inside (8 linked sheets):
Properties: value, price paid, what you owe and the monthly mortgage payment.
Leases: tenant, dates, rent and deposit, with a status that updates itself. Leases ending soon turn amber.
Rent ledger: rent due fills in from each lease month by month; type what you received and arrears show in red.
Expenses: every bill against a property and a category, with capital improvements kept out of your deductible totals.
Maintenance: repair jobs from reported to done, with jobs open for more than two weeks flagged.
Dashboard: rent, costs, arrears and leases ending soon, plus rent, costs, cash flow, gross yield, net yield and equity for every property, with a chart.
Tax summary: the year-to-date totals your return asks for.
Comes with four sample properties so you can see how it works. Not tax advice: check the totals against IRS or HMRC guidance or with an accountant. No macros. Built for Microsoft Excel. Instant download.