Landlord Portfolio Tracker
Your whole rental portfolio in one Excel file. Rent, certificates, expenses, tenancy expiries — tracked with traffic-light reminders that work the day you open it. Up to 10 properties, jurisdiction-aware across all four UK nations.
What's inside
- 10-property master list with type, jurisdiction, purchase price, current value and portfolio totals
- Tenancy tracker — rent (PCM/PCW/PCQ/PA), deposit scheme, protection date, scheme reference
- 12-month rent ledger with arrears tracking — outstanding rent flagged red
- Compliance dashboard for Gas, EICR, EPC, Smoke/CO, PAT, Right-to-Rent, Deposit Protection, HMO/Selective Licence
- Traffic-light reminders: red (overdue), amber (within 60 days), green (on track)
- 200-row income & expenses log with 19-category dropdown and property-ID linking
- Per-property P&L with gross yield (rent ÷ current value) and portfolio total
- 50-row action items to-do list with priority and status tracking
- Jurisdiction picker — tenancy types and possession-notice labels adapt to England, Wales, Scotland, or NI
Portfolio landlords managing 2–10 properties who need rent, compliance, and income/expense tracking in a single file. Replaces the Notion/Google Sheets hodgepodge most small landlords cobble together.
Landlords with 10+ properties who need full property-management software (Landlord Studio, Arthur, Goodlord). Single-property landlords who only need a tenancy agreement.
Questions about this template
Is this template legally binding?+
The template produces a document that, once completed and signed by the parties, has the same legal effect as any written agreement. LetSafe UK provides self-help templates, not legal advice — for advice on your specific circumstances, consult a regulated solicitor.
What format is the download?+
You receive an editable Microsoft Word (DOCX) file and a typeset PDF immediately after payment. You can fill the DOCX in Word, Google Docs, or LibreOffice.
Can I use this template again for another property?+
Yes — the template is licensed for unlimited use by a single private landlord across your own portfolio. It is not licensed for resale or for use by letting agents acting for third parties.
What if the regulation changes?+
Free updates are included for 12 months from purchase. We maintain a regulation-currency register and re-issue the template when the underlying law moves.
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