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Ricardo Ugas
  • Investor
  • Cincinnati, OH
1
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2
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Free Google Sheets dashboard to manage rental properties

Ricardo Ugas
  • Investor
  • Cincinnati, OH
Posted

Hey everyone,

I've been self-managing a small portfolio of 8 apartments in the Dayton Ohio area for a few years. Like a lot of folks here, I spent way too long trying to make messy spreadsheets work before finally building something I was actually happy with.

Figured I'd share it since I've seen a lot of "does anyone have a good spreadsheet?" threads on here lately.

What's in it:

Full portfolio dashboard (gross income, total expenses, net income, portfolio value)
Income to Net Profit waterfall chart
Cash-on-cash return, NOI, occupancy rate, debt service coverage
Mortgage payment tracker with amortization
Recurring expenses tab (utilities, insurance, etc.)
Variable expenses log (repairs, supplies, one-off costs)
Tenant information tracker with lease dates
Monthly income log per unit
IRR calculator

It's set up with dummy data for a few Dayton and Cincinnati properties so you can see how everything connects before you swap in your own numbers. The SETUP tab walks you through the order to enter everything — takes about 30-60 minutes to get fully set up depending on how many properties you have.

No strings attached, just make a copy of it and start using it with the link below:

Real Estate Investment — ROI Dashboard — Free Google SheetsTemplate

If you have questions about how any of the formulas work or how to adapt it for your market, happy to answer in the thread!

I'm also still tweaking the master version — what expense categories do you track that most landlords forget about? I want to make sure the dashboard covers everything. Currently I have the following:

Repairs
Maintenance
Equipment
Appliances
Miscellaneous
Utilities

— Ricardo