Landlords and Property Managers often ask which Rental Tracking spreadsheet would best suit their needs. Each Rental Income & Expense Tracking Spreadsheet on this website has some features unique to it. Each one can be used as is or can be customized to your exact property configuration or for features that you specifically need.
Below is a comparison of the different Rental Tracker Spreadsheets available on MoneyUsage.com
10 Properties Rental Income & Expense Tracker
- Can track 10 Properties
- Each Property has a separate tab to record Income and Expenses
- Tenant and Property Information log to record Tenant & Property details including Address, Rent Amount, Tenant Name, Start Date, Renewal Date, Deposit
- Dashboard summarizes Income, Expenses and Profit by Month and by Property.
- Drill Down of all Income and Expense Categories
- 9 Income Categories and 40 Expense Categories included. These categories are pre-filled to save you time – but you can simply type over them to customize for your own needs.
- Drop-down lists of Income and Expense Categories which save you time
- Good for Long- term as well as Short-term rentals
- Graph gives a quick overview of all properties
- Available in Excel and Google Sheets versions.
20 Properties Rental Income & Expense Tracking Spreadsheet
- Has all the features of the 10 Properties Spreadsheet plus the following
- Can track 20 Properties
- You can sort and filter by any field in the Income Section – useful for many purposes. For e.g. if you have had multiple short term rentals during the year for the property – you can sort / filter by tenant name to see all the transaction details for that tenant
- Has Navigation buttons so it is easy to go to each Property tab from the dashboard – simply by clicking the button.
- Can be customized for more properties
20 Multi-Unit Properties Rental Income & Expense Tracker
- Has all the features of the 20 Properties Rental Tracker plus the following
- 5 of the Properties are configured with units in them for multi-family use such as Duplex, Triplex, Quadruplex etc. Very useful if some of your properties contain multiple units / doors / rooms that are being rented
- 5 of the Properties are configured as Single Properties which can be used as Single family homes or Commercial Properties.
- Each of the Units has its own Tab where you will record Income and Expenses.
- Mini Dashboards for each Property that has units summarizing Income Expenses and Profits for all the units in that Property
- Main Dashboard that summarizes and compares Income, Expenses and Profits from all the properties.
- Can be customized for different configurations
125 Multi-Unit Properties Rental Income & Expense Tracker with NOI, ROI, Cap Rate, Occupancy
- Single Income & Expense Tab to record transactions for all your properties – no need to go from Tab to Tab
- Property Management Log with comprehensive property information including Address, Tenant Name, Rent Amount, Deposit, Start Date, Renewal Date, Purchase Date, Purchase Price, Downpayment, Remodeling Cost, Property Value, Units Occupied
- Rent Due Date Tracking
- A Vendor List which becomes an automatic drop down menu in the Expenses Tab. You can also record all vendor details like name, contact information etc.
- Main Dashboard which summarizes and compares Income, Expenses and Profit
– For all properties by month
– For each property
– Summarization by Income Categories & Expense Categories
– Drill down of all Income and Expense Categories - Calculates Profit Margin, NOI, ROI, Cap Rate, Occupancy Rate
- Unit Dashboard similar to the Main Dashboard summarizing and comparing across all units of each property.
- A fixed HOA Expenses Tab so that you just need to enter the HOA expenses once and it gets populated for all 12 months for any property you like
- A Taxes Due tab which shows with automatic color grading how soon taxes are due for each property. Colors get more intense when the tax due date gets close
- An Insurance Due Tab which shows when Insurance payments are due with automatic color grading.
- A Maintenance Schedule checklist for all properties
- Multiple useful graphs like Profit from each property, Income Contribution, Expense share by Property and Expense Category distribution
- FREE customization if you need different configurations upto 125 properties.
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