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Toolkits · Landlords and rental hosts

Workbooks for landlords and rental hosts

Owning one or two rentals means being the bookkeeper, the leasing office and the tax preparer's best source of paper all at once. These workbooks keep a rent roll that flags who is late, run the numbers on a property before you make an offer, and sort a year of receipts into the lines Schedule E asks for. Short-term hosts get a tracker built around nights booked, platform fees and occupancy instead of monthly rent. The compliance tracker keeps inspection, registration and certificate dates in one place so a renewal never slips past.

Start here

Landlord Bundle

The deal analyzer, the rent roll and the tax-time organizer together: buy right, collect on time and hand your preparer a clean year.

$69

See what is inside

Every kit for landlords and rental hosts (10)

Bundle

Short-Term Rental Host Bundle

See which property earns money, check a deal before you buy, track improvements and have your records ready at tax time.

$75 · 4 products in one download

Excel workbook

Landlord Rent Roll and Property Income Workbook

See what each unit owes and has paid, which leases end soon and what each property really earns after expenses.

$29 · example and blank copies

Excel workbook

Rental Property Deal Analyzer

Enter the price, financing, rent and expenses and see cash flow, cap rate, cash-on-cash return and coverage, with best, expected and worst cases side by side.

$29 · example and blank copies

Document pack

Landlord Tax Organizer

Hand your preparer rental numbers already sorted the way Schedule E asks for them.

$19 · Word and PDF

Excel workbook

Small Landlord Compliance Tracker (New Jersey)

See what's due across your rentals before it becomes a fine.

$19 · example and blank copies

Excel workbook

Multi-Property Short-Term Rental Host Tracker

Know which property earns money, which months are slow and what rate you need.

$29 · example and blank copies

Excel workbook

Short-Term Rental Host Profit Tracker

Log each stay once and see occupancy, net per night and profit by month, with your platform fee, cleaning and fixed costs built in.

$24 · example and blank copies

Excel workbook

HOA and Condo Association Books

Track who has paid dues and who is behind, compare spending to the budget, follow the reserve fund and hand the board a one-page report.

$39 · example and blank copies

Excel workbook

Home Project and Renovation Budget Tracker

Know what the project is likely to cost before the last bill arrives: estimates, quotes, payments and a cushion in one place.

$19 · example and blank copies

Excel workbook

Sole Proprietor Tax-Time Organizer

Gather everything your tax preparer will ask for in one place, spot 1099s that do not match your records, and hand over a clean one-page summary.

$24 · example and blank copies

Free calculators to try first

No email and nothing to download: they run in your browser.

Common questions

I have one rental. Is a workbook overkill?

One unit is exactly when a simple rent roll and a tax organizer save the most time, because there is no property manager keeping the records for you. The Landlord Bundle is built so a single unit takes a few minutes a month.

Do these work for Airbnb or other short-term rentals?

Yes. The Short-Term Rental Host Tracker and the Airbnb Host Profit Tracker are built around nights, platform fees and cleaning costs. The Short-Term Rental Host Bundle adds the deal analyzer and a project budget for furnishing and repairs.

Will my accountant be able to use what these produce?

The tax organizers group income and expenses the way the rental schedule on the federal return lays them out, so you hand over totals with the receipts behind them. They organize your numbers; they are not tax advice.

Can I try the math before buying?

The rent, yield and break-even calculators on this page are free and run in your browser.

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