Log rent and expenses as they come in. The workbook shows which tenants are behind, how much each property earns, and every expense totaled by Schedule E line for tax time.
One-time purchase · Excel and Google Sheets · Instant download
The rent roll works out how much each tenant should have paid since their lease began, subtracts what you've logged, and shows the balance.
Choose one of the 15 Schedule E expense lines from a dropdown as you log each expense. At year end the totals for each line are already added up.
The dashboard shows rent received, expenses and net for each property, plus a month-by-month chart, all calculated from the entries you've made.
Two .xlsx files: a blank tracker ready for your data, and a filled-in example so you can see how each tab works.
A step-by-step setup guide inside the file.
Your properties, plus each lease's rent, due day, dates and deposit.
Up to 1,500 payments. Each one is matched to its property automatically.
Up to 1,500 expenses, each tagged with a Schedule E line and a property.
Balance, status and lease end for each tenant.
Year totals, per-property net, Schedule E totals and a monthly chart.
For one or two units
For a growing portfolio
Pay $19 in USDC (card or Apple Pay via a wallet app works). Email your order id and the full workbook arrives within one business day.
Open the file in Excel, or upload it to Google Drive and open it with Google Sheets.
Enter your properties and leases once, then log payments and expenses as they happen.
Each one runs in your browser. No signup.
No. Google Sheets is free: upload the file to Google Drive and open it with Google Sheets. Excel 2010 or later works too.
No. You pay $19 once and the file is yours.
No. It's a record-keeping workbook. The categories match Schedule E (Form 1040) to make your preparer's job easier, but it doesn't file anything or give tax advice.
Amounts are shown in dollars. You can change the number format to any currency in Excel or Sheets.
Yes. The free lite version has the same rent roll and Schedule E totals, limited to 2 properties.