Complete Landlord Bundle

A landlord template bundle that covers the whole rental year

Running a few rentals means wearing several hats: bookkeeper, leasing agent, maintenance coordinator, and investor. Most small landlords patch this together with a notebook, a bank app, and a folder of receipts. It works, until tax season or a deposit dispute shows where the gaps are. A rental business, even a small one, runs better on good record keeping.

The Complete Landlord Bundle is a full set of landlord spreadsheets and landlord forms built to work together. The twelve templates share the same plain layout, the same way of setting up your properties, and the same style of step-by-step guide, so once you have learned one, you know them all. You pay once, and you can save a fresh copy every year.

Every file opens in Microsoft Excel or Google Sheets, on Windows or Mac. There are no macros and nothing to install. Each template includes sample data, so you can see a finished example before you type a single number, and a plain-English quick-start guide written for people who do not use spreadsheets every day.

How the rental property management spreadsheets work together

Each template does one job well, and they hand information to each other through the year:

• Before a tenant moves in: screen applicants with the Tenant Screening Scorecard, record the lease in the Tenant & Lease Tracker, log the deposit in the Security Deposit Tracker, and walk the unit with the Inspection Checklist.
• Every month: record rent in the Rent Collection Log, and income and expenses in the Income & Expense Tracker. Note repairs in the Maintenance & Repair Log and trips in the Mileage Log.
• At year end: estimate depreciation with the Depreciation Calculator and print the Annual Tax Summary Workbook for your tax preparer.
• When you plan ahead: review returns in the Portfolio Dashboard and test your next purchase in the ROI & Cash Flow Analyzer.

Who the complete landlord toolkit is for

Spreadsheets or property management software?

Property management software is useful when you have many units, staff, or tenants who expect an online portal. It also comes with a monthly subscription that continues for as long as you own rentals, and your records live in someone else’s system.

For an owner with one to ten units, a good set of spreadsheets does the same core jobs at a one-time price. Your files stay on your own computer or Google account, work offline, and open in programs you already know. If you only need the tax side, the smaller Landlord Tax Bundle may be enough.

OwnerSheets templates organize your records. They don’t give tax or legal advice, and rules change and vary by state. Please confirm details with your CPA, tax preparer, or attorney.