Property
Investment Property Tracker
Every rent payment, agent fee and repair, ready for tax time.
For one to three residential rentals, owned alone or with a partner. 2026-27 financial year.
Watch the setup.
A step-by-step video comes in the download. Here it is, so you know what you're getting.
Every tab, with the example data in.
The example is Kate and Ben, who own a 2-bedroom unit in Newcastle half each. It rents for A$560 a week through an agent. From July to September 2026 the rent came to A$7,360, plus A$86.40 of water usage passed on to the tenant, and running costs, including A$5,450.20 of interest, to A$8,947.10. So before tax the unit is A$1,500.70 out of pocket so far, or A$750.35 each.
Dashboard
Rent received, costs paid, net rent before tax and the ownership split.
Start Here
Three steps, the example and the Budget note.
Properties
Up to three, side by side, with two owners and their shares.
Rent In
One row per agent statement, rent and fees kept separate.
Costs
Each bill, in ATO rental schedule order, with a receipt check.
Loan
Interest and principal each month, with the offset balance.
Depreciation
This year's figures, copied from your quantity surveyor's schedule.
Summary
Each property and all of them together, split by owner.
Accountant Page
Print one A4 page per property for your tax agent.
Who it's for
- Australians with one to three residential investment properties, owned alone or with a partner.
- People who keep their own records and hand them to a tax agent at tax time.
- The partner who ends up with the shoebox of agent statements.
Who it's not for
- Property owned through a company, trust or SMSF.
- Holiday homes or short-stay places you also use yourself.
- Commercial property, more than three properties, or more than two owners on one property.
- Anyone after a tax, negative gearing or capital gains calculation. This keeps records, it doesn't work out your tax.
- Apple Numbers users.
What's inside
- 10 tabs, opening on the Dashboard (also Rates and Notes, with every source linked)
- An example copy to learn on and a BLANK copy to fill in
- A step-by-step setup video
- The free 2027-28 update, emailed before 1 July 2027
- Works in Excel 2019 or later, Microsoft 365 and Google Sheets
How setup works
- On Properties, give each place a short nickname, the purchase details and who owns what share.
- Each month, copy the agent's statement onto Rent In, add bills on Costs and the loan interest on Loan. About 5 minutes.
- At tax time, add your depreciation figures, check the Dashboard list and print the Accountant Page.
Works in
| Excel 2019 or later (Windows and Mac) | Yes |
|---|---|
| Microsoft 365 | Yes |
| Google Sheets | Yes, upload and open |
| Excel for the web | Yes, for everyday use |
| Phone or tablet | Quick looks and entries. Set up on a computer |
| Apple Numbers | No |
Financial year version. Built for the 2026-27 financial year. The negative gearing and capital gains changes start on 1 July 2027. The sheet records the facts that may matter, and the 2027-28 update is free. See updates.
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Questions people ask.
Does it work out my negative gearing or what I'll save in tax?
No. It keeps your records and adds them up, so your tax agent has everything. It records the facts that may matter for the 2027 changes: new build or established, and whether you held the place before Budget night (12 May 2026).
My agent takes their fees out before paying me. Where do they go?
On Rent In, type the full rent in one column and the fees in the next. The Summary shows them under agent fees.
We own it 60/40. Does that work?
Yes. Type each share on Properties and everything splits that way. If the shares don't add up to 100%, it tells you.
Does it work out depreciation?
No. Type this year's figures from your quantity surveyor's schedule.
Does it work on a Mac?
Yes, in Excel for Mac (2019 or later, or Microsoft 365) or in Google Sheets in any browser. Not in Apple Numbers.
Does it work on my phone?
Fine for a quick look or a quick entry in the Excel or Google Sheets app. Do the first setup on a computer.
Excel or Google Sheets, which should I pick?
Whichever you already use. Excel if you like keeping files on your own computer. Google Sheets if you want to share it with a partner. To use Google Sheets, upload the file to your Google Drive and open it with Google Sheets.
Is it a subscription?
No. You pay once and the files are yours to keep.
What if it doesn't work?
Email us and we'll fix it, replace it or refund you. Faulty files, files that don't work as described and wrong files are always covered under the Australian Consumer Law.
Is this tax advice?
No. It's general information and a record keeper. Ask a registered tax agent about your own situation.
Refunds. Because these are instant digital downloads, we don't offer refunds if you simply change your mind. This doesn't affect your rights under the Australian Consumer Law. If a file is faulty, doesn't work as described or isn't what you ordered, email us and we'll fix it, replace it or refund you. Full refund policy.
Licence. For you and your household (or your own business). Please don't share or resell the file. Licence.
This sheet keeps records and adds up the numbers you type in. It doesn't work out your tax, deductions, negative gearing or capital gains. It's general information, not tax, financial or legal advice. Check with the ATO or a registered tax agent before you lodge. Not affiliated with or endorsed by the ATO.