Skip to main content
Patrice
DemoSign up
Free template · Excel and Google Sheets

Free rental property spreadsheet template for Excel

This free Excel template tracks your rental properties: it works out each one's gross and net yield, its monthly cash flow and its result for the year, and lays out your rent month by month so a missing payment stands out at a glance. Direct download, no sign-up and no email; it opens in Excel and Google Sheets.

Updated · by Patrice

Download the rental property template (.xlsx)Excel template · 4 tabs · 47 KB · no sign-up

What the template contains: four tabs

A macro-free Excel workbook for landlords who manage one or more properties themselves: a flat, a studio, a let house. Costs are labelled the French way (taxe foncière, copropriété), for property in France.

Properties

One row per property, up to twenty: purchase price, fees and works, rent, annual costs and loan payment. Gross yield, net yield and monthly cash flow are calculated for you.

Transactions

Every rent payment received and every expense, dated, with its property and type: property tax, service charges, insurance, works, management fees, loan interest. Up to five hundred rows.

Summary

The chosen year: rent, expenses and result by property, the number of months paid, and the rent grid month by month, where a past month with no rent turns orange.

Read me

The instructions on one page. Two properties and a few months of made-up examples show how to fill it in: delete them before you start.

A look at the rental property template, filled in with the examples

Rental property spreadsheet template, Properties tab: gross yield, net yield and monthly cash flow worked out for each property
The “Properties” tab: yields and cash flow, property by property.
Rental property spreadsheet template, Summary tab: rent, expenses and the year's result by property, with their chart
The “Summary”: each property's result for the year.
Rental property spreadsheet template: rent received month by month, a month with no rent highlighted in orange
Rent month by month: the studio's September rent is missing, so the cell turns orange.

Gross yield, net yield, cash flow: the template's three calculations

Gross yield = monthly rent × 12 ÷ (purchase price + fees and works). Net yield = (monthly rent × 12 − annual costs) ÷ (purchase price + fees and works), annual costs covering property tax, non-recoverable service charges, insurance and management fees. Monthly cash flow = rent − annual costs ÷ 12 − loan payment, before tax.

With the template's made-up examples: a studio bought for €145,000 with €12,000 of fees and works, let for €620 a month, with €1,450 of annual costs and a €610 loan payment, yields 4.7% gross and 3.8% net, for a cash flow of −€111 a month. A one-bedroom flat bought for €168,000 without a loan, with €15,000 of fees, let for €760, yields 5.0% gross and 3.9% net, and brings in €602 a month.

These yields are before tax: how the rent is taxed (micro-foncier or the actual-expenses regime in France) depends on all your income and cannot be worked out property by property.

Managing your rentals in ten minutes a month

  1. 1

    On day one, describe each property in the “Properties” tab: price, fees and works, rent, annual costs, loan payment.

  2. 2

    Each time rent comes in or an expense is paid, add a row in “Transactions” with the date, the property and the type.

  3. 3

    Open the “Summary”: a past month with no rent shows up in orange. Late payment, vacancy or a missed entry: time to check.

  4. 4

    For Google Sheets: upload the file to Google Drive, then “Open with › Google Sheets”.

When the spreadsheet is no longer enough

Patrice tracks rent month by month and surfaces late payments, issues rent receipts, imports managing-agent statements, works out the rental result across all your properties (actual or micro-foncier) and helps fill in form 2044. These features are part of Premium; the yield and cash flow indicators are free.

This template does not import into Patrice: rental management there is entered property by property, with its units and leases. It remains a complete tool for anyone managing one or two properties by hand.

FAQ

Frequently asked questions

Yes. The download is direct, with no sign-up, no email address and nothing in return. The file is free to use: edit it, add columns, adapt the expense types to your properties. It is not financial, tax or legal advice.

Divide the annual rent by the property's total cost (purchase price plus fees and works) for the gross yield; subtract the annual costs first for the net yield. In the template, the “Properties” tab does it for you: the example studio, €620 of rent for €157,000 of total cost and €1,450 of costs, comes out at 4.7% gross and 3.8% net.

By recording each rent payment received with its date, then laying those payments out by property and by month. That is what the template's “Summary” does: a month between the first and the last transaction entered, with no rent for a let property, turns orange. All that is left is to check whether it is a late payment, a vacancy or a missed entry.

The file is in the standard Excel format (.xlsx), with no macros or scripts and with ordinary formulas (SUMIFS, VLOOKUP). In Google Sheets, upload it to Google Drive and open it with Google Sheets. LibreOffice and Numbers also read this format; if a drop-down list does not carry over, type the value by hand, as it appears in the list.

No. Rental management in Patrice is entered property by property, with its buildings, units and leases; it is part of Premium. The yield and cash flow indicators for your properties are free. The template can be used on its own, with no account.

When the spreadsheet is no longer enough.

Explore Patrice with sample data, with no account and no card: properties, rent and rental result.

Create my free accountOpen the demo