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Landlord Spreadsheet Bundle, Rental Property Tracker and Small Business Bookkeeping, Schedule E, Profit and Loss, Google Sheets & Excel

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Landlord spreadsheet bundle with two workbooks in one download: the Rental Property Tracker for your rentals and the Small Business Bookkeeping & Profit/Loss spreadsheet for the business side, both for Google Sheets and Excel. Bundle price €21.99 for both; bought separately they are €15.99 + €11.99 = €27.98.
Made for US landlords and small real-estate investors who also run a business or side business (property management, a trade, freelancing, a shop) and want both sets of books tidy and ready for their tax professional.

WHAT'S INSIDE
1. Rental Property Tracker (12 tabs, 1 to 25 properties)
- Properties, Tenants & Leases with lease-expiry alerts and a security deposit ledger
- Rent Roll: a 12-month grid per lease showing paid, late, partial, unpaid and vacant months, with late fees under your own rule
- Income, Expenses and Mileage ledgers, each expense category mapped to a Schedule E line, repairs kept apart from capital improvements
- Property P&L and Portfolio P&L: NOI, debt service, cash flow, cap rate, cash-on-cash return, occupancy
- Dashboard and a print-ready Schedule E summary for five properties at a time
2. Small Business Bookkeeping & Profit/Loss (11 tabs)
- Income and Expenses ledgers with your own categories (room for 40 and 60)
- Invoices with Paid / Due / Overdue status and an aging summary
- Monthly P&L, Dashboard, Sales Tax by month and quarter
- Bank Reconciliation and a Mileage log
- Tax Summary: one print-ready page grouped by Schedule C line
3. Bundle Quick Start (PDF): where to begin with each workbook, Google Sheets steps and FAQ

HOW IT WORKS
1. Set up each workbook once: properties and leases in one, business details and categories in the other.
2. Record as you go: rent, expenses, sales and drives, picked from dropdowns.
3. Read your numbers: rent roll, P&Ls, dashboards and the two tax-time summaries fill themselves in.

WHY THE TWO TOGETHER
- Rentals and business stay in separate files, so Schedule E and Schedule C records never mix.
- The same layout and the same color rule in both: yellow cells are where you type, everything else is calculated.
- Fully editable: nothing is locked, hidden or view-only. No macros.
- Every formula in both files was tested in LibreOffice with a filled sample year and uses only functions that Excel and Google Sheets share.

FILE FORMAT
You receive one ZIP file containing:
- 1 - Rental Property Tracker: Rental_Property_Tracker.xlsx + Quick_Start_Guide.pdf (6 pages)
- 2 - Small Business Bookkeeping: Small_Business_Bookkeeping_PL.xlsx + Quick_Start_Guide.pdf (6 pages)
- Bundle_Quick_Start.pdf (4 pages)
The files are the same ones sold as single listings in this shop.
Works in Excel 2010 or later, Excel for Mac and LibreOffice. Google Sheets: upload each .xlsx to Google Drive, open it with Google Sheets and choose File > Save as Google Sheets. Formulas and dropdowns carry over; Google redraws the charts, so they may look slightly different.
Apple Numbers can open the files but is not supported.

Digital download, nothing is shipped.

Because this is a digital file, returns and exchanges aren't accepted. If something isn't working, message me and I'll help put it right.

Not tax advice. The workbooks organize your records; Schedule E and Schedule C line references and the depreciation estimate are a guide. Check current IRS rules and confirm how items are reported with your tax professional.

Designed by WrenWorks with AI assistance.

  • Item type
    Digital download
  • Digital file type(s)
    1 File
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