Resource library
Spreadsheets and templates you can use this afternoon
Every file downloads instantly — no email gate, no account, no watermark. The financial tools are real Excel workbooks with live formulas, formatting, and protected calculated cells; the inspection checklist is a printable PDF. Column headers match Schedule E so your bookkeeping and your tax return finally agree.
Financial
Income, expenses, reserves, and return metrics — the numbers that decide whether a property works.
Monthly Cash Flow Tracker
A full workbook: an Instructions tab, a 12-month Schedule E tracker with monthly NOI and cash flow, and a Summary tab that derives cap rate, cash-on-cash, and DSCR.
Capital Reserve Planner
Calculates component age, remaining life, and the annual and monthly reserve contribution for every major system, then totals the monthly transfer to fund replacements.
Rental Deal Analyzer
Turns purchase price, financing, income, and operating assumptions into NOI, cap rate, annual cash flow, cash-on-cash, and DSCR with a live P&I calculation. Change an input and the returns update.
Rental Expense Spreadsheet
Schedule E expense log with date, vendor, category, property, and memo columns so tax prep becomes a copy exercise.
Annual Budget Planner
Twelve-month operating budget per property with income, fixed and variable expenses, reserve contributions, and projected cash flow.
Property Portfolio Dashboard
One row per property with address, units, market value, loan balance, equity, NOI, cash flow, and cap rate for portfolio-level review.
Management
Turnover, inspections, and lease workflows that keep each tenancy documented.
Rent Roll & Lease Tracker
One row per unit with lease dates, deposit held, renewal window, and delinquency status for portfolio-level review.
Move-In / Move-Out Condition Report
A branded, room-by-room inspection form with property and tenant fields, OK / Dirty / Damaged checkboxes, photo reference columns, meter readings, follow-up items, and signature lines.
Lease Renewal Checklist
Renewal workflow with rent review, market comparable check, inspection scheduling, notice timeline, and signed renewal tracking.
Tenant Move-In Checklist
Move-in day workflow with utilities transfer, key handoff, condition walkthrough, and welcome packet delivery.
Move-Out Checklist
Turnover workflow with notice verification, move-out inspection, damage assessment, deposit accounting, and re-listing.
Maintenance
Preventive and seasonal planning that turns surprise repairs into scheduled line items.
How to use these together
- 01Set up the rent roll first so every unit, lease date, and deposit is in one place.
- 02Enter last month into the Financial Tracker using Schedule E category names.
- 03Fill the Reserve Planner with install years, then automate the monthly transfer.
- 04Print the Move-In / Move-Out Condition Checklist before every turnover and photograph each line.
- 05Load the Maintenance Planner into your reminders and review it each season.
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