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Rental Income & Expense Tracker: Multi Property Template Excel Spreadsheet Rental Bookkeeping Real Estate Management
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Highlights
The RENTAL INCOME & EXPENSE TRACKER MULTI-PROPERTY is the ultimate tool for landlords and property investors, no matter the size of your portfolio. Whether you’re a property manager, a small landlord with a few rentals, or managing a large portfolio, this tracker makes it easy to stay on top of your finances. Track income and expenses for up to 50 properties, or even just one, with the same simplicity and effectiveness.
The excel spreadsheet includes everything you need to stay organized and monitor your rental portfolio:
- Income & Expense Tab 📝: Record all income and expenses for each property separately. For each property, you will get an annual summary of income, expenses, and profit, divided by category. This gives you a clear view of where most of your money is going.
- Monthly Dashboard 📅: Get a snapshot of monthly financial activity across all properties, including total income, expenses, and net cash flow.
- Yearly Dashboard 📊: View multiple year-long overviews with clear summaries of total income, expenses, and profitability for your entire portfolio.
- Portfolio Calendar 📆: Track financial activity for your entire portfolio in an easy-to-read calendar format, simplifying income and expense tracking day by day throughout the month for all properties.
- Categories Tab 🗂️: Customize income and expense categories to suit each property’s financial needs. The tool will categorize income and expenses, allowing you to understand exactly where your money is going.
- Final Summary 📈: Get a full financial overview for the whole portfolio, showing income, expenses, and cash flow—perfect for long-term planning.
Whether you manage a single property or up to 50, this Excel Spreadsheet is designed to make tracking easy, efficient, and comprehensive. It’s user-friendly, intuitive, and works for everyone—big or small.
All calculations are automatic, providing real-time insights into your rental performance.
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Reviews for this item
Very useful tracker, still learning my way thru.
Clean and easy to use
Response from AssetAFC
Thanks so much for the kind words!
I own a 5 unit apt bldg and needed a simple software program in which I could input my income and expenses for the past 3 years and use moving forward. This solved my problem, and I'm very grateful to have found it. BTW, the customer service is awesome!
I'm sure this product will work for others, but it wasn't right for me. It didn't migrate well to Google Sheets or Apple Numbers. That's my mistake, not seller.
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