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Rental Property Income and Expenses Excel Template

4.86 (7 reviews)

Property management tool for landlords. Track monthly or yearly income and expense flows. Easy and useful Excel template with visual charts.

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TEMPLATE DESCRIPTION

You’re a landlord or real estate agent, and want to track all your income and expense sources in one place. Or, you simply need an easy and fast method to calculate your property income tax. So, here’s a Rental Income and Expenses Excel Template just for you.

First of all, our landlord’s template in Excel is easily accessible and customizable. So you only need to download, open it, and enter your data to improve your financial game.

All is for you to properly track your rental property income and expenses.

menu-info

Rental Income and Expenses Excel Template Features:

This template basically helps you to keep track of properties and perform financial analyses. The main parts of the Excel template are as follows:

  1. Menu
  2. Property Database
  3. Income Section
  4. Expenses Section
  5. Dashboard

Menu:

Firstly, use the buttons at the top to navigate to the relevant pages in this template. To clarify, these buttons will show you the way to through the template.

Secondly, you will also find Settings for the rental income and expense template here. Thus, you can easily adjust the template according to your particular needs.

setting-starting-year

Please pay attention to using buttons in the correct order. Also, fill in the drop-down lists to be used in other parts of the template from the bottom. Besides that, you can change the start year and month on this menu.

Property Database:

Basically, you will list all your properties here. You can add some additional info as well. Moreover, you can use filters for a more detailed view.

Income Section:

In addition, the income section is a database where revenue is recorded in this Excel Template. So, by selecting the property and income category from the drop-down lists, enter the income for the relevant month.

income-category

Besides, each year has 100 rows in this section. Also, it is possible to enter data for up to 10 years. Simply use the top navigation buttons to navigate to the appropriate year.

Note: If the income category you entered is not in the list, a red warning will appear. Calculations will not take these figures into account.

Expenses Section:

Moreover, this is a database where expenses are entered in the Rental Income Expenses Excel Template. By selecting the property and expense category from the drop-down lists, you can enter the information for the month.

expense-category

Dashboard of Rental Property Excel Template:

Finally, you can track your income and expenses from the Dashboard section. This section has 3 filters: property, month, and year. So with those filters, you can display the data you want in graphs and make efficient use of the rental income expenses excel file.

As a reminder, All filters in the Dashboard have an “All” option. Therefore, you can also analyze the whole story.

Note: If you want this template in Google Sheets, you can download our Rental Property Income and Expenses Google Sheets Template.

Rental Income Expenses Excel Template Features Summary:

  • Excellent visual dashboard
  • Complete tool to track all properties in one place
  • Filters for a more detailed view
  • Easy-to-use menu
  • Informational notes included
  • No installation needed
  • Works both on Mac and Windows
  • Compatible with Excel 2010 and later versions
  • Does not include any VBA code or macros

Rental Income Expenses is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

PRODUCT VIDEO

Watch the video below to see the template in action! Presentantation also includes usage notes, explanations and tips & tricks about the template.

FREQUENTLY ASKED QUESTIONS

USER REVIEWS & COMMENTS

7 reviews for Rental Property Income and Expenses Excel Template

  1. Fran Mitchell

    Nice template. I want to add a new sheet for the notes. Is it possible?

    • Someka

      Hello there, thank you for your kind words. To add new sheets, your workbook should be unlocked. Please go to Review > Protect Workbook and then enter your password. After displaying your sheet tabs, you can add/delete new sheets by clicking on the plus (+) sign. Hope this helps!

      You can read more about the subject here.

  2. Buddy Gifford

    We wanted a template for our office.Can we edit it at the same time?

  3. mike cw

    Immediatley loved it

  4. trevor weaver

    template worked perfectly!

  5. Sumayya Rey

    How many rows can I input on the Income section?? I need more than 50.

    • Someka

      Hello there! Thank you for the question. You can input 100 rows of data on the Income section.

  6. Rico A.

    Video is nice! I looked at many templates but none had good explanation

  7. Jodi Bean

    I am a real Estate Agent and it seems a good system.

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