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Property Management Template Excel
Property management template for small landlords: enter each lease, rent payment and bill once, and the workbook shows who is behind, the late fees owed and your Schedule E lines per property.
Preview
What's inside
- Landlord_Forms_Printable_Letter.docx
- Property_Management_Template_2026_Example.xlsx
- Property_Management_Template_2027_Blank.xlsx
What you get:
- Property_Management_Template_2026_Example.xlsx – filled-in example (3 made-up buildings, 7 tenancies, Jan–Oct 2026)
- Property_Management_Template_2027_Blank.xlsx – the same workbook, empty and set to 2027
- Landlord_Forms_Printable_Letter.docx – rent receipts (3 per page), move-in / move-out checklist, maintenance request, security deposit statement
Inside the workbook:
- Dashboard: rent due, collected and outstanding, late fees owed, units occupied, leases ending within 60 days, 6 data checks
- Rent Roll: every unit × 12 months, colored on time / paid late / still short / vacant; partial payments and mid-month move-ins prorated
- Expenses on the Schedule E lines 5–19, with an "improvement" option that goes to depreciation instead
- Depreciation: 27.5-year mid-month for buildings and improvements – gives the $2,005 of the IRS Pub 527 example
- Mileage: the 2026 IRS rate by trip date (72.5 cents to June 30, 76 cents from July 1)
- Schedule E sheet: lines 1a–21 for up to 6 properties, plus totals 23a–23e
- Security deposits with a return-by date from the day count of your state, and a maintenance log
For landlords with 1–6 buildings and up to 30 tenancies a year who want clear records without property software.
Open in Microsoft Excel, Google Sheets or LibreOffice. No macros, nothing locked – type in the yellow cells, the rest calculates.
Format: US Letter, every sheet prints 1 page wide, $ and MM/DD/YYYY, .xlsx and .docx files.
This is a record-keeping tool, not tax or legal advice.
- Fill-in guide in every file: a “Fill in with AI” chapter with ready-made sentences for an AI chat assistant, matched to the template’s fields
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A template you fill in yourself — not legal or tax advice.