Two spreadsheets designed to work together for landlords with 1–5 rental properties.

Rental Expense Tracker — $12 value

•      Track expenses across 5 properties, 21 categories, 12 months

•      Portfolio Dashboard and Annual Summary included

•      Use it all year to stay organized

Landlord Tax Organizer — $12 value

•      Organize rental income, deductions, mileage, and insurance by property

•      14-item CPA checklist per property

•      Portfolio Summary tab to hand to your accountant

How they work together

Use the Expense Tracker throughout the year to log costs as they happen. At tax time, transfer your annual totals into the Tax Organizer, complete the CPA checklist, and you're ready for your appointment.

Works with

•      Microsoft Excel (Windows and Mac)

•      Google Sheets (upload and use)

Not tax advice. Consult a CPA for guidance on deductions and filings.