Google Sheets Property Management Template

This task involves gathering information about the property. It is important to accurately input data such as property address, number of bedrooms, amenities, and any other relevant details. This task sets the foundation for the property management process and ensures that all necessary information is recorded.

In this task, collect and input tenant information such as name, contact information, and lease start and end dates. It is important to accurately record all details to maintain proper tenant records and facilitate communication throughout the tenancy period.

This task involves inputting relevant information about the rental payment such as monthly rent amount, payment due date, and preferred payment method. Accurate recording of rent details ensures timely collection of rent and facilitates efficient tracking of payment records.

This task involves calculating the total rental income generated from the property. It requires adding up the monthly rent amounts for all tenants. The total rental income provides an overview of the property's earning potential and helps assess its financial performance.

In this task, input all property maintenance costs incurred in a specific period. This includes expenses related to repairs, maintenance services, cleaning, and any other costs necessary to keep the property in good condition. Accurately recording maintenance costs is essential for budgeting and evaluating profitability.

This task involves calculating the total property expenses incurred during a specific period. It requires adding up all the maintenance costs and other related expenses. The total property expenses provide an overview of the property's expenditure and help in assessing its financial performance.

This task involves calculating the net income generated by the property. It requires subtracting the total property expenses from the total rental income. The net income provides a clear picture of the property's profitability and helps in making informed financial decisions.

This task involves generating a monthly report that summarizes the property's performance. It should include metrics such as rental income, property expenses, net income, and any other relevant financial data. The report helps in assessing the property's financial health and identifying areas for improvement.

In this task, prepare an invoice for the tenant that includes details of the monthly rent amount, payment due date, and any other charges or fees applicable. The invoice should be clear and concise, providing all necessary information for the tenant to make timely rent payment.

In this task, send the prepared invoice to the tenant. Use the provided email address to ensure timely delivery. Once sent, mark the invoice as sent and record the date of sending for future reference.

This task involves recording the details of the sent invoice such as the invoice number, tenant name, and the date it was sent. Accurate record-keeping is important for tracking and monitoring payment status.

In this task, track and monitor the tenant's payment of the invoice. Keep a record of the payment status, whether it has been paid or is still pending. Regularly update the payment status to ensure accurate financial reporting.

In this task, record the details of the tenant's payment. This includes the payment amount, payment method, and any additional notes or comments regarding the payment. Accurate recording of payment details is important for financial reporting and reconciliation.

This task involves comparing the expected payment amount with the actual payment amount received from the tenant. It helps identify any discrepancies or outstanding payments. Accurate comparison is important for financial tracking and reconciliation.

This task involves generating a report that summarizes the tenant's payment history. It should include details such as payment dates, amounts, and any outstanding payments. The report helps in tracking and monitoring tenant payments.

This task involves generating an annual report that provides a comprehensive overview of the property's performance throughout the year. It should include metrics such as total rental income, property expenses, net income, and any other relevant financial data. The report helps in analyzing the property's financial performance over time and identifying trends and patterns.

In this task, archive all property data for the year. This includes invoices, payment records, property performance reports, and any other relevant documents. Archiving the data ensures easy access and retrieval for future reference and compliance purposes.