Who it's for
- Landlords with one or more rental properties (the sheets have rows for 10 properties)
- Landlords who want certificate renewals and arrears in one view
- Works in Microsoft Excel; formulas may need checking in other spreadsheet apps
What's included
- Dashboard — total properties, monthly and annual income, occupied and vacant, and compliance alerts
- Properties — register with title number, tenure, tenant, rent, tenancy start, mortgage, value, and gross and net yield
- Compliance — gas safety, EICR, EPC, deposit, insurance and other items with next due date, days left and status (OVERDUE, DUE SOON, OK)
- Financials — rent, mortgage, insurance, maintenance, agent fees and other costs, with net profit and net yield
- Rent Tracker — month-by-month PAID, LATE, PARTIAL or UNPAID log with arrears
- Instructions — how to use each sheet, plus key rules for England (section 13, Ground 8, Ground 1A, deposits, EPC)
Please note: this is a spreadsheet (.xlsx), not a Word document. It comes with example data for two properties that you overwrite with your own.
Key points covered
- Compliance status works out automatically from the next due date: overdue, due within 90 days, or OK
- Gross and net yield calculated from rent, mortgage and property value
- Rent log flags arrears — useful evidence if you ever rely on Ground 8
- Instructions sheet summarises the England rules it is built around
DocPilot templates are drafted from current legislation and official guidance (GOV.UK, legislation.gov.uk and the relevant regulators), checked against those sources and fully re-reviewed every six months. They are not legal advice. How we make our documents →
Read the guide
Related documents
Landlord Compliance Checklist 2026£14.99 · See what's included →Ground 1A Possession Notice Pack£14.99 · See what's included →Rental Property Inventory Pack£14.99 · See what's included →
Questions
What format is it?
An Excel workbook (.xlsx). It is not a Word or PDF document.
How many properties does it hold?
The sheets have rows for 10 properties. You can add rows if you are comfortable copying formulas.
Is it in the Landlord Complete Bundle?
No. The Portfolio Tracker is sold separately.
Does it work in Google Sheets or Numbers?
It is built in Excel. Most formulas are simple, but check them after importing into another app.
Landlord Portfolio Tracker 2026
£12.99 · Excel spreadsheet (.xlsx) · instant download
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