Landlord Spreadsheet Bundle

Who it’s for

It’s made for US landlords and small real-estate investors who also run a business or side business, such as property management, a trade, freelancing or a shop, and want both sets of books ready for their tax professional.

Both files use the same layout and the same colour rule: yellow cells are where you type, everything else is calculated. Nothing is locked, hidden or view-only.

What’s inside, tab by tab

Rental Property Tracker (12 tabs)

Properties, tenants and leases with expiry alerts and a deposit ledger, a 12-month rent roll, income, expense and mileage ledgers mapped to Schedule E lines, property and portfolio P&L with cap rate and cash-on-cash return, a dashboard and a print-ready Schedule E summary for 1 to 25 properties.

Small Business Bookkeeping (11 tabs)

Income and expense ledgers with your own categories, invoices with an aging summary, monthly P&L, dashboard, sales tax, bank reconciliation, mileage and a one-page tax summary by Schedule C line.

Bundle Quick Start

A 4-page PDF: where to begin with each workbook, Google Sheets steps and FAQ.

The same files as the singles

The workbooks are the same ones sold as single listings: the rental tracker on its own costs €15.99 and the bookkeeping spreadsheet €11.99.

Excel and Google Sheets

Each workbook is an .xlsx file that opens in Excel 2010 or later, Excel for Mac and LibreOffice. For Google Sheets, upload the .xlsx to Google Drive, open it with Google Sheets, then choose File > Save as Google Sheets. Formulas and dropdowns carry over; Google redraws the charts, so they can look slightly different. The quick-start guide walks you through it.

There are no macros and nothing to install. Every formula uses only functions that Excel and Google Sheets share, and before release each workbook was filled with sample years; together they pass 211 automated tests. Apple Numbers can open the file but isn’t supported.

How delivery works

You buy on Etsy, with Etsy’s checkout and buyer protection. As soon as payment goes through, the download is ready on your Etsy Purchases page and Etsy emails you a link. You get one ZIP file containing:

• 1 - Rental Property Tracker: Rental_Property_Tracker.xlsx + Quick_Start_Guide.pdf
• 2 - Small Business Bookkeeping: Small_Business_Bookkeeping_PL.xlsx + Quick_Start_Guide.pdf
• Bundle_Quick_Start.pdf (4 pages)

Nothing is shipped. Because it’s a digital file, Etsy returns don’t apply, but if something isn’t working, send a message through the shop and we’ll help put it right.

Not tax advice. Schedule E and Schedule C line references and the depreciation estimate are a guide; confirm with your tax professional.

Read the guide

How to Track Rental Property Income and Expenses for Schedule E. If you own a rental, the easiest tax season starts with how you record each payment during the year. Set up your records to match Schedule E, and filing turns into copying totals.