Landlord Tax and Budget Bundle: 5 Rental Property Planning Spreadsheets, Excel Google Sheets

★ 30-DAY MONEY-BACK GUARANTEE: if this template doesn't work for you, message us within 30 days of purchase for a full refund, no questions asked.

Plan the money and tax side of your rentals – budget the year, set aside enough for the next roof or furnace, schedule depreciation or CCA, see your whole portfolio and net worth on one page, and get every tax document ready for your accountant. 5 Tidy Landlord spreadsheets in one download, for landlords and real estate investors in the US AND Canada. Every workbook works in Microsoft Excel AND Google Sheets.

Bought separately they cost CA$84.95. The bundle is CA$39.99, so you save CA$44.96 (about 53%).

Built for small landlords and investors with 1–15 properties who want to plan ahead, not just record what happened.

★ WHAT YOU GET (5 workbooks in one .zip)
1. BUDGET PLANNER & BUDGET VS ACTUAL: plan next year by month for every property (rent with vacancy, expenses, mortgage, capital projects), then track actuals, NOI and cash flow vs budget, a year-end forecast and next year's budget
2. CAPEX & REPLACEMENT RESERVE PLANNER: roofs, furnaces, water heaters and 58 common components with typical lives – years left, next replacement year, cost with inflation, a 30-year forecast and the monthly reserve set-aside, up to 10 properties
3. DEPRECIATION & CCA SCHEDULE (US & Canada): MACRS depreciation for Schedule E (US) or capital cost allowance by class for Form T776 (Canada), with multi-year schedules – switch country with one dropdown
4. PORTFOLIO & NET WORTH DASHBOARD: every property and loan on one page – today's mortgage balances, equity, LTV, cash flow, cap rate, cash-on-cash, renewal alerts and net worth, up to 15 properties and 30 loans
5. LANDLORD TAX PREP ORGANIZER 2026 (US & Canada): a tax-document checklist for each property (48 items for Schedule E or T776 that switch on for bought, sold, mortgage, short-term rental or co-owned properties), a 1099-NEC contractor tracker on the 2026 US$2,000 rule with W-9 status, tax deadlines moved off weekends and a one-page summary for your accountant
• README file inside: what each workbook does, where to start and how to use them in Google Sheets
• Every workbook has its own START HERE tab and clearly marked SAMPLE data

★ HOW IT WORKS
1. Download the .zip instantly after purchase (Etsy › Purchases › Download Files) and unzip it.
2. A good order: the Budget Planner for the year ahead, the CapEx planner for big replacements, the Depreciation / CCA schedule at tax time, the Portfolio dashboard anytime, and the Tax Prep Organizer from November to tax day. Each has its own Start Here tab.
3. For Google Sheets: upload each .xlsx to Google Drive, open it and choose File › Save as Google Sheets.
4. Delete the SAMPLE data, add your own properties and start.

★ DETAILS
• Digital download – nothing will be shipped
• Files: 1 × .zip with 5 × .xlsx (Excel 2010+ / Google Sheets; no macros, no add-ons, no subscription) + README
• The same files as the 5 individual Tidy Landlord listings – no need to buy them separately
• Each workbook tested formula-by-formula with sample data before listing
• Works with any currency label (USD, CAD, EUR, GBP, AUD…)

★ AI DISCLOSURE
These templates were designed by me with the help of AI tools (for drafting formulas, layout and text), then reviewed and tested before listing.

★ IMPORTANT
These are planning, record-keeping and estimating tools, not tax, legal, accounting or financial advice. Depreciation follows the IRS MACRS tables and CCA follows the CRA classes and rates as built in, for convenience only; please confirm your depreciation or CCA claim with a qualified tax professional (see IRS Publication 946 and CRA Guide T4036). Budgets, reserve plans, property values and loan balances are estimates from the numbers you enter. The Tax Prep Organizer is a checklist – it doesn't prepare or file a return, and forms, thresholds and deadlines change, so confirm them with the IRS, the CRA or your tax professional.

Personal-use licence: for your own properties. Please don't resell or share the files. Digital items can't be returned – but if anything doesn't work, message me and I'll fix it.