Landlord Templates UK | HMO Landlord Compliance Tracker, Gas Safety and EICR Tracker, Rent Tracker | Excel and Google Sheets Template

ONE WORKBOOK FOR EVERY GAS SAFETY, EICR, HMO LICENCE AND RENT DATE ACROSS YOUR PROPERTIES

A landlord spreadsheet that does the date maths. Log each certificate once and the Compliance matrix works out when the next one is due, then colours it green, amber or red against today's date. Add your rent, income, expenses and repairs and the Dashboard shows what is overdue, what is due soon, who is in arrears and what you have spent this tax year. Formulas only, no macros, so it opens the same in Excel and Google Sheets. Six sample properties (two of them HMOs) are in so you can see it working; clear them in a few minutes and enter your own.

WHAT'S INSIDE
• Start here - 8 numbered steps, colour key, how to clear the sample data, licence line
• Dashboard - overdue items, items due in the next 60 days (you can change the window), not-recorded items, HMO licences expired or expiring, deposits not protected, rent arrears, open repairs, income and expenses for the tax year to date, the 15 most urgent items, and a by-property table
• Properties - up to 30 properties: type (including HMO), bedrooms, tenants, rent pcm, deposit, deposit protected Yes / No, HMO licence expiry with an automatic In date / Expiring soon / Expired status
• Compliance matrix - property by requirement for 10 requirements: Gas Safety Record, EICR, EPC, smoke alarm check, CO alarm check, fire alarm and emergency lighting test (HMO), fire risk assessment review (HMO), legionella risk assessment review, PAT and boiler service. Last done is read from the log, next due is worked out, and HMO-only items show n/a for other properties
• Certificates log - date, property, requirement, contractor, certificate reference, cost, with next due and status worked out for you (up to 500 lines)
• Rent tracker - 12-month grid for up to 30 properties, late or short months flagged red once the due date has passed, arrears and totals
• Income & expenses - dated ledger with 14 categories that roll into tax return groups, plus tax year to date totals (up to 500 lines)
• Inspections & repairs - log with status and days open, amber after 14 days and red after 30 (up to 200 lines)
• Print view - the next-due matrix on one A4 landscape page
• Settings - the interval for each requirement, the amber window, the rent due day and the tax year dates, all editable
• Lists and a helper sheet - dropdown values; the helper sheet feeds the Dashboard

HOW IT WORKS
1. Enter your properties and mark HMOs.
2. Log each certificate or check with its date.
3. Type the rent received each month and add income, expenses and repairs.
4. Open the Dashboard and Compliance matrix and work through the red and amber.

WHO IT'S FOR
Landlords with one property or thirty, HMO landlords, and letting side-hustles that want a tidy record of certificates, rent and costs without a monthly subscription.

IMPORTANT - YOU ARE RESPONSIBLE FOR COMPLIANCE
Intervals are common UK practice defaults - check your local authority and licence conditions; you are responsible for compliance. Requirements differ by property, tenancy, licence and nation. This is a record-keeping template, not legal or tax advice.

GOOD TO KNOW
• Works in Microsoft Excel 2016 or newer, Excel 365 and Google Sheets
• No macros, no add-ins, no passwords - formulas only
• UK dates (dd/mm/yyyy) and GBP
• The sample dates move with today's date so the colours always show a mix; once you delete the sample data, the colours reflect only your own
• Instant digital download: 1 Excel workbook
• Licence: one business, unlimited users at that business. Do not resell
• A real person answers messages within 24 hours

Works well with our other SafetyDeskStudio trackers.