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Save ~43% Money & tax planningLandlord Money & Tax Planning Bundle
Plan the money side of your rentals: budget the year, set aside enough for the next roof or furnace, schedule depreciation or CCA for tax time, and see your whole portfolio and net worth on one page. 4 Tidy Landlord spreadsheets in one download, for landlords and real estate investors in the US and Canada. Every workbook works in Excel and Google Sheets.
CA$39.99 instead of CA$69.96 bought separately – you save CA$29.97 (about 43%)
Instant digital download (1 .zip with 4 × .xlsx + README). No macros, no subscription.
What you get: 4 workbooks in one .zip
- Rental Property Budget Planner & Budget vs Actual Tracker: plan next year by month for every property (rent with vacancy, expenses, mortgage, capital projects), then track actuals, NOI and cash flow vs budget, a year-end forecast and next year's budget
- Rental Property CapEx & Replacement Reserve Planner: roofs, furnaces, water heaters and 58 common components with typical lives: years left, next replacement year, cost with inflation, a 30-year forecast and the monthly reserve set-aside, up to 10 properties
- Rental Property Depreciation & CCA Schedule: MACRS depreciation for Schedule E (US) or capital cost allowance by class for Form T776 (Canada), with multi-year schedules; switch country with one dropdown
- Rental Property Portfolio & Net Worth Dashboard: every property and loan on one page: today's mortgage balances, equity, LTV, cash flow, cap rate, cash-on-cash, renewal alerts and net worth, up to 15 properties and 30 loans
- A README file: what each workbook does, where to start and how to use them in Google Sheets
- Every workbook has its own Start Here tab and clearly marked sample data
Built for small landlords and investors with 1–15 properties who want to plan ahead, not just record what happened.
Bundle vs buying separately
| Spreadsheet | Price |
|---|---|
| Rental Property Budget Planner & Budget vs Actual Tracker | CA$16.99 |
| Rental Property CapEx & Replacement Reserve Planner | CA$16.99 |
| Rental Property Depreciation & CCA Schedule | CA$17.99 |
| Rental Property Portfolio & Net Worth Dashboard | CA$17.99 |
| Bought separately | |
| Bundle price | CA$39.99 |
| You save | CA$29.97 (about 43%) |
Prices in Canadian dollars (Etsy list prices). The files are the same as the 4 individual Tidy Landlord listings, so there's no need to buy them separately.
Details
- Digital download – nothing will be shipped
- 1 × .zip with 4 × .xlsx + README
- Excel 2010+ and Google Sheets, no macros, no add-ons, no subscription
- Each workbook tested formula by formula with sample data
Screenshots
How it works
- Buy on Etsy, download the .zip (Etsy › Purchases › Download Files) and unzip it.
- A good order: the Budget Planner for the year ahead, the CapEx planner for big replacements, the Depreciation / CCA schedule at tax time, and the Portfolio dashboard anytime. Each has its own Start Here tab.
- For Google Sheets: upload each .xlsx to Google Drive, open it and choose File → Save as Google Sheets.
- Delete the sample data, add your properties and start.
Want everything? The Complete Landlord Bundle (US) and the Canadian Landlord Bundle (T776) include these 4 spreadsheets plus 13 more. Doing your own leasing too? See the Leasing & Rent Setting Bundle.
These are planning, record-keeping and estimating tools, not tax, legal, accounting or financial advice. Depreciation follows the IRS MACRS tables and CCA follows the CRA classes and rates as built in, for convenience only; please confirm your depreciation or CCA claim with a qualified tax professional (see IRS Publication 946 and CRA Guide T4036). Budgets, reserve plans, property values and loan balances are estimates from the numbers you enter. The templates were designed with the help of AI tools, then reviewed and tested before release.