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Tax time is coming – Here is a spreadsheet to help you track your rental expenses

Details section of property report for Rental property P&L spreadsheet

Tax time is closer than you think.  Instead of waiting till the last minute and handing your accountant a box of receipts, you can use this handy spreadsheet to organize your income and expenses.  My accountant said she would love to have all her landlord clients using something like this, so here is one small step to making that happen.

The spreadsheet is flexible enough to let you add lots of entries and extra expense categories.  But, if you want the password (its there to help keep you from accidentally breaking the functions), just leave a comment and I’ll send it to you.

Good luck and good organizing!

 

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12 Comments

  1. Ray Phillips on February 19, 2014 at 3:39 pm

    Would like to use your RE income and expense spreadsheet.

  2. Rob Pec on December 22, 2014 at 8:54 am

    Jason,
    I have been using your spreadsheet, it is very well done. Question: is there a function to total rent for a building? For a fourplex I input the rents for each unit and I would like to get a total monthly that will then total for a yearly report. I can get the yearly report for each unit but not for the whole building.
    Thanks for your help.

    • Jason Hershey, Designated Broker on December 22, 2014 at 10:29 am

      Hi Rob,
      We don’t currently have that as a function. But, I’ll see what I can do to add it. I think it would end up being a “portfolio” summary. when I created the workbook, I did it for my rentals, which are all currently single family homes, except for one. For that one, I just put all income/expenses for all units under 1 property. But, I think we can handle your scenario by creating a summary for all “properties”, which in your case would be all “units”. Might take a week or two. I’ll email you when I’ve made the addition.

  3. Rob Pec on December 22, 2014 at 12:34 pm

    Jason,

    That would be awesome, thanks!

  4. Gary Peters on June 5, 2015 at 3:10 pm

    Please send me the password for the Rental-PL-Worksheet without units.
    Great work!!

    Thank You!!

    Gary

    • Jason Hershey, Designated Broker on June 15, 2015 at 7:00 pm

      Hi Gary, The only password on the workbook now is on the first page, the license. All the rest of the pages are open to editing.

  5. Belinda Green on January 16, 2017 at 7:21 pm

    This has been a wonderful spreadsheet! I introduced it to someone who began using it in 2014. She now needs more rows. Could you please email me the password to unlock the existing workbook? I seen your previous comment that it’s now unlocked, but there’s a lot of data already in the existing worksheet. Thanks for your help!

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