2 templates
Landlord Bookkeeping Templates
Track rental income, expenses, and rent payments by property, sorted into Schedule E categories.
For landlords
Landlord Templates
Everything a small landlord needs to keep on paper, organized by the five jobs you do: keep the books, prepare for taxes, manage tenants, maintain the property, and invest wisely.
Owning a few rentals is a small business, and it runs on records. OwnerSheets makes those records simple: plain spreadsheets for Microsoft Excel and Google Sheets, written for owners with one to ten units who manage their own properties. Pick the area you need help with, or start with the Rental Property Income & Expense Tracker, the template most landlords begin with.
Landlord templates by category
3 templates
Landlord Tax Templates
A Schedule E summary, mileage log, and depreciation calculator to get records ready for your tax preparer.
3 templates
Tenant Management Templates
Screen applicants fairly, track leases and renewals, and handle security deposits correctly.
2 templates
Rental Maintenance & Inspection Templates
A repair log with a seasonal upkeep schedule, and a move-in / move-out inspection checklist.
2 templates
Rental Property Investing Templates
Analyze cash flow and returns before you buy, and see how your whole portfolio performs.
Get all 12 landlord templates in the Complete Landlord Bundle$99 one-time, a $253 valueView bundle →
A year in the life of a rental, and the records it needs
The paperwork of a rental follows a yearly rhythm. Knowing what is due when makes it manageable.
| When | What to do | Where |
|---|---|---|
| Every month | Record rent, income, expenses, and mileage; note repairs | Bookkeeping, Maintenance |
| Every quarter | Check which leases end soon; review year-to-date profit | Tenant management |
| Each season | Carry out preventive maintenance | Maintenance |
| At each move-in and move-out | Screen, inspect, record the lease and deposit | Tenant management |
| January to April | Gather documents, estimate depreciation, print a tax summary | Taxes |
| Once a year | Review each property’s return and plan ahead | Investing |
Why small landlords choose spreadsheets
Property management software is built for managers with dozens or hundreds of units, and it is priced by the month. For an owner with a handful of rentals, a good spreadsheet covers the same essentials at a one-time cost. Your records stay in a file you own, on your own computer or Google account. They work offline, open in programs you already know, and can be handed to a tax preparer, lender, or partner as they are.
Every OwnerSheets template comes with a plain-English quick-start guide and a filled-in example, uses drop-down lists so there is little typing, and has no macros or add-ons. Want the full set? The Complete Landlord Bundle includes all twelve, and the Landlord Tax Bundle covers tax season. Or browse all templates.
Free guides and calculators for landlords
You do not need to buy anything to get started. Our guides explain Schedule E for small landlords, which rental expenses you can deduct, and how to set up a rent ledger. Our free tools include a rental cash flow calculator, a cap rate calculator, a cash-on-cash return calculator, and a rent increase calculator.
OwnerSheets templates and guides are for record keeping and general education. They are not tax, legal, or investment advice, and rules change and vary by state. Please confirm details with a qualified professional.
Questions landlords ask
Who are OwnerSheets templates for?
Owners of 1 to 10 rental units in the United States who manage their own properties and keep their own records.
Which template should a new landlord start with?
The Rental Property Income & Expense Tracker. It records every dollar in and out and prepares your totals for tax time.
Do I need to be good with spreadsheets?
No. You type in dates and amounts and choose from drop-down lists. Formulas, totals, and charts are already built.
Are the templates tax or legal advice?
No. They are record-keeping tools. Please confirm tax and legal questions with a qualified professional.