What spreadsheets do you use to track your investments?

3 Replies

I currently utilize a property spreadsheet that’s for sale on Etsy to quickly track my revenue and expense transactions and it works very well for me. Apart from using quick books, what types of files does everyone use to track their financial data?

When evaluating different software to use for tracking financials, you really need to keep in mind that for tax purposes, you need to track each property individually. I think most software can do this specifically when you set up your chart of accounts correctly. I prefer Xero, but about any software can do it.