Rental Property Bookkeeping Spreadsheet — Landlord Income and Expense Tracker with Tax Summary for Excel & Google Sheets

Tax time with rentals doesn't have to mean a shoebox of receipts and a weekend lost to a spreadsheet you built from scratch. This bookkeeping tracker was designed for landlords: log every dollar in and out once, per property, and the totals, per-property profit, and a CPA-ready tax summary build themselves.

Most rental trackers make you re-sort everything in April. This one uses tax-friendly expense categories from the start — Mortgage Interest, Property Tax, Insurance, Repairs, Maintenance, Management Fees, HOA, Utilities, Legal/Professional — so when tax season arrives, you print one page and hand it to your CPA.

• DASHBOARD — properties count, year-to-date rental income, expenses, and net profit for the whole portfolio, plus a per-property table so you can see exactly which rentals carry the portfolio
• PER-PROPERTY PROFIT — income, expenses, and net for every property, calculated automatically with SUMIF formulas from your logs
• TAX SUMMARY (the sheet landlords buy this for) — annual income and every expense category totaled on one clean page, formatted to hand straight to a CPA. Security deposits are totaled separately, because deposits are money you hold — not income
• INCOME & EXPENSE LOGS — one row per payment or bill; pick the property and type/category from dropdowns so nothing is ever misspelled or missed
WHAT'S INSIDE (7 sheets):
• DASHBOARD — the whole portfolio at a glance: income, expenses, net profit, deposits held, occupancy, per-property table
• PROPERTIES — every rental with address, type (Single Family / Duplex / Condo / Apartment), tenant, monthly rent, lease dates, and security deposit, plus your portfolio rent roll
• INCOME LOG — rent, deposits, late fees, and other income, each tied to a property (33 sample rows pre-filled)
• EXPENSE LOG — every cost in tax-friendly categories, each tied to a property (57 sample rows pre-filled)
• PROPERTY SUMMARY — income, expenses, net profit, and monthly rent per property, with a portfolio total
• TAX SUMMARY — annual income and expense-category totals on one printable page for your CPA
• START HERE — 5-step setup guide; up and running in minutes

HOW IT WORKS: Download instantly → type in the yellow cells → everything calculates automatically. No spreadsheet skills needed.

WHAT YOU GET (delivery stack):

• 1 Excel file (.xlsx, 7 sheets) — works in Microsoft Excel AND Google Sheets (upload it to Drive and open with Sheets)
• Prefilled sample data — a full 3-property portfolio with 10 months of income and expenses, so you can see every formula working before you type over it with your own numbers
• START HERE setup guide built into the file
• Instant download — no physical item ships

PLEASE NOTE: This spreadsheet organizes your rental records for tax preparation. It is not tax advice — always review your return with a qualified tax professional.

FAQ — QUICK FIXES:

• Google Sheets opened my file as view-only. How do I edit it? Open the file on a computer or laptop, then in the top menu choose File → Make a copy. Your copy is fully editable. Also make sure you're signed in to Google Sheets and that your Drive has free space.
• I can't download my purchase on my phone. What am I doing wrong? Nothing — the Etsy app can't deliver digital files. Open your purchase in a mobile browser (and sign out of the app first) or on a laptop/desktop. Once the file is saved, you can open it on your phone any time.
• Where is my download? Your files are always at etsy.com/your/purchases. If a guest checkout was used, the download link also came by email. Still stuck? Message me and I'll send the file by email.
• Can I return or exchange it? Because this is a digital download, returns aren't possible once the file has been downloaded — you'll always keep access to it. If you bought it by accident and haven't downloaded it yet, message me and I can cancel the order.
• Is it available in other languages? The template is in English only. You're welcome to translate your own copy for personal use.



*This digital product was created with the assistance of AI Tools and then refined by me, the seller*