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**Job Title:** Excel Expert Needed to Build Rental Property Income & Expense Tracking Sheet **Job Description:** I am looking for an experienced Excel freelancer to build a custom spreadsheet to track rental property income (rent payments) and expenses. The system needs to be flexible, accurate, and easy to use, as tenants often make partial payments and payments on different dates. **Project Overview:** I manage multiple rental properties and need a single Excel system that allows me to: * Track monthly rent per unit * Record multiple payments per tenant (including partial payments) * Apply payments to specific months (regardless of payment date) * Track expenses and bills per property * Handle shared/split bills across multiple properties * Monitor due dates and payment status * Add notes for clarification on payments and bills --- **Key Requirements:** ### 1. Rent Tracking * Each unit/property has a fixed monthly rent amount * Tenants may make multiple payments toward that rent * Payments must be totaled per month * The sheet should show: * Total paid per month * Remaining balance * Status (Paid / Partial / Unpaid) --- ### 2. Payment Tracking (Very Important) The system must allow: * Multiple payments per tenant per month * Each payment must include: * Property/Unit * Tenant Name * Payment Date (when payment was received) * Payment Amount * **Rent Month (the month the payment applies to — this is critical)** Example: * Payment made April 1 but applied to March rent * Payment made in March but applied to April rent The system must group and calculate totals based on the **Rent Month**, not the payment date. --- ### 3. Notes / Memo Field * A notes column is required for payments * This is to record: * What the tenant wrote (e.g., Zelle memo) * Corrections or clarifications Example: “Tenant marked April, but applied to March” (Optional: include notes for expenses as well) --- ### 4. Expense / Bill Tracking Track bills per property, including: * Property/Unit * Bill Type (utilities, maintenance, etc.) * Amount * Due Date * Payment Status (Paid/Unpaid) * Date Paid --- ### 5. Split / Shared Bills Some vendors send one bill covering multiple properties but charge different amounts per property. The system must: * Allow assigning portions of a bill to different properties * Track each property’s share separately * Ensure each property is covering its own expenses --- ### 6. Summary / Dashboard (Preferred) A summary view per property showing: * Monthly rent * Total collected * Remaining balance * Total expenses * Alerts for: * Unpaid rent * Past due bills --- **Goal:** I want a clear, reliable system that shows: * Whether each tenant has fully paid their rent each month * Whether each property is covering its own expenses * Any outstanding balances or overdue bills --- **Ideal Freelancer:** * Strong Excel skills (formulas, possibly pivot tables or light automation) * Experience building financial or tracking spreadsheets * Ability to create a clean, user-friendly layout --- Please include examples of similar work if available. Thank you!
ID Projek: 40336156
43 cadangan
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Aktif 18 hari yang lalu
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43 pekerja bebas membida secara purata $173 USD untuk pekerjaan ini

Having successfully managed data for numerous clients, I understand the importance of accuracy and efficiency in tracking tasks. My strong Excel skills combined with my experience building complex financial and tracking spreadsheets make me an ideal partner for your rental property management project. I am adept at designing systems that not only capture varied and detailed data but also present it clearly in a user-friendly layout, ensuring ease of use. My proficiency in Excel formulas and potential automation techniques, if needed, means that I can create a system which matches your unique rental property requirements, tracks tenant payments by property, and accurately applies rent to specific months even based on differing payment dates. In addition to my expertise in payment tracking, I am capable of optimizing your expense tracking system by effectively managing split/shared bills. Data quality is critical to me, so you can be confident that the summary view per property, dashboard creation, and alerts for any unpaid rent or overdue bills will be accurate and accessible. Let me bring my proven track record in handling large data sets and structured outputs to revolutionize how you manage your rental properties through creative insights from the processed data!
$250 USD dalam 2 hari
8.8
8.8

I understand the complexities and precise nature of your project, and I am confident in my abilities to tackle each requirement you've outlined. With 15 years of hands-on Excel experience under my belt, I have honed my skills in crafting custom solutions that simplify complex data management tasks, just like the one you require. I've even dabbled with Excel Macros and light automation to enhance efficiency further. My previous work includes building robust financial models and designing intuitive dashboards that offer clear insights at a glance—capacities highly relevant to your need for accurate rent tracking and expenses management. From your project's focus on tracking multiple payments per tenant per month with accurate rent month attribution to managing split bills, my experience aligns perfectly. Such projects necessitate an eye for detail and an understanding of potential challenges—an understanding I have developed over time. Don't just take my word for it—let's discuss further so that I can provide you with some examples or simulations from similar past projects that prove my capability in meeting (or exceeding!) the expectations. Let's turn your data into true actionable intelligence!
$250 USD dalam 7 hari
8.4
8.4

Hi, I can build a fully customized Excel system that accurately tracks your rental income and expenses while keeping everything simple and easy to use. I understand the key challenge here is handling partial payments and applying them to the correct rent month (not payment date).I will design the sheet so payments are correctly mapped and automatically summarized per tenant and per property. Here’s what I will deliver: ✔ Rent Tracking Dashboard Monthly rent per unit Auto-calculated totals (Paid / Partial / Unpaid) Remaining balances clearly shown. ✔ Advanced Payment Tracker Supports multiple payments per tenant Separate fields for Payment Date and Rent Month Smart formulas to group payments correctly Notes/memo column for flexibility. ✔ Expense & Bill Tracker Track all property expenses with due dates Payment status + date paid Organized per property ✔ Split Bill Handling Allocate shared bills across multiple properties Track each property’s share independently. ✔ Summary Dashboard (User-Friendly) Income vs expenses per property Alerts for unpaid rent & overdue bills Clean, easy-to-read layout. I’ve built similar financial and tracking systems before, so I can guarantee a reliable, scalable solution tailored to your workflow. Let’s connect: I can also share a quick layout preview before starting. Best Regards, Ilyas Saeed
$200 USD dalam 7 hari
7.4
7.4

Hello, I have thoroughly reviewed the project requirements for building a custom Excel spreadsheet to track rental property income and expenses. I understand the need for a flexible and accurate system that can handle multiple payments per tenant and track expenses across multiple properties. Let's chat and discuss it further. To handle your project, I will start with creating a detailed rent tracking system that calculates total payments per month, remaining balances, and payment statuses. Following this, I will implement a payment tracking feature that groups payments based on the rent month, not the payment date, ensuring accurate calculations and reporting. The clear deliverables of the project will include a comprehensive Excel sheet that tracks monthly rent per unit, records multiple tenant payments, handles shared bills, and provides a summary dashboard for each property. Before signing-off my bid, I would like to ask a question, i.e., how frequently do you need the summary dashboard to be updated? Best Regards, Aneesa.
$100 USD dalam 1 hari
6.9
6.9

Hi, I can build a custom Excel system to track your rental income and expenses with full flexibility for real-world scenarios like partial payments and split bills. I have experience creating **financial tracking and reconciliation spreadsheets**, and will design a clean, structured workbook that is easy to use and fully automated. The solution will include: * Tracking of **monthly rent per unit and tenant** * Support for **multiple and partial payments**, applied to specific months * Expense tracking per property, including **shared/split bills** * Clear **payment status, due dates, and outstanding balances** * Organized notes and a simple interface for daily use The file will be dynamic, accurate, and designed so you can manage multiple properties without confusion. Ready to start and deliver quickly. Best regards, Muhammad Usman
$220 USD dalam 2 hari
6.8
6.8

Hi there, I like how you have outlined your project description with clear and detailed requirements. You need a comprehensive and flexible Excel spreadsheet to manage rental property income and expenses, including complex scenarios like partial tenant payments, payments applied to different months, split bills, and clear status tracking. Your goal is a reliable, user-friendly system that simplifies rent tracking, expense allocation, and provides summary insights and alerts. With strong expertise in Excel, including advanced formulas, data validation, pivot tables, and user-friendly dashboard creation, I have successfully built similar financial and property management spreadsheets before. I can develop a tailored Excel solution that ensures accurate tracking of multiple payments per tenant, proper expense assignments, clear payment status indicators, and a dashboard summarizing all critical information for each property. My approach will prioritize ease of use and accuracy, making rent collection and expense management straightforward and transparent. I would be happy to share examples of previous work and discuss your specific preferences to ensure the final product meets all your needs. Please feel free to reach out so we can get started on making this comprehensive tracking system a reality.
$175 USD dalam 7 hari
6.1
6.1

Hi, I hope you're doing well. I understand you're looking for Comprehensive Excel Tracking for Rental Properties I am the ideal candidate for your project. I have read the provided job description and I understand what you are looking for. I have over 10+ years of experience PHP, Visual Basic, Data Processing, Excel, Financial Analysis, Excel VBA, Excel Macros, Data Analysis .Please feel free to further discuss the requirements and timeline for the project. I'd be happy to assist you. I am ready to start right now. ✅ No Upfront Payment ✅ Release Milestone After Completion ✅ 100% Project Completion Rate You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$100 USD dalam 2 hari
6.4
6.4

During my 8-year extensive experience as a freelancer, I have worked on numerous projects that involve Data Processing and Excel, making me the perfect candidate for this role. My fluency in Excel formulas coupled with my knowledge of Visual Basic makes me adept at developing advanced spreadsheets with automated functions -- simplifying complex tasks into easily manageable processes. Equipped with these skills, I can implement a solution that tracks multiple payments per tenant per month based on the "rent month" while providing an organized summary view per property showing all necessary metrics. More than anything, what sets me apart is not just my adeptness at managing data or developing robust systems - it's how I make them user-friendly. This is particularly important to me because 'easy-to-use' translates as less time spent navigating complex systems and more time managing your properties effectively, adding value where it counts. With my dedicated work ethic and commitment to delivering quality results, I am confident I can provide you with a comprehensive Excel solution that not only meets all your requirements but also exceeds your expectations. In conclusion, let's create a customized rent-tracking sheet that effortlessly records income and expenses with all the flexibility you need. My bilingualism in Spanish and English will also be advantageous should you require multilingual support in the future. Excited about this project and eager to get started!
$250 USD dalam 15 hari
6.1
6.1

I have built multi-unit financial tracking systems in Excel before and the fix is straightforward when done right, you separate the payment log from the rent ledger entirely, link them by a Rent Month field, and let the ledger calculate Paid, Partial, or Unpaid based on allocated totals rather than payment dates. Cash received on April 1st for March rent posts correctly without any manual adjustment. The system I would deliver covers everything in your brief. Payment log with per-entry Rent Month tagging. Per-unit monthly ledger with auto-calculated balance and status. Expense tracker with split-bill allocation across properties. Summary dashboard with overdue alerts. Built on structured Excel tables and clean formulas so you own it and maintain it without needing me again. I have a similar property and financial tracking spreadsheet from past client work. Message me and I will share it before you make any decision.
$225 USD dalam 4 hari
5.6
5.6

Hi, As a individual developer and I can jump into on your suitable time. I can help in your project building the rental tracking Excel system, focusing on multi-payment handling by rent month, balance calculation logic, expense tracking, split bill allocation, and a clean dashboard for property-level insights and alerts. With my expertise in full-stack development and experience working with modern web technologies like Excel, advanced formulas, PivotTables, VBA, data modeling, and financial tracking systems, i can fix this quickly. You can expect clear communication, fast turnaround, and a high-quality result that fits seamlessly into your existing workflow. Best regards, Juan
$140 USD dalam 1 hari
5.3
5.3

One of the most crucial aspects of your project is accurate payment tracking which I understand and excel in. These include(s) recording multiple payments per tenant (including partial payments), including property/unit, tenant name, payment date, payment amount and **Rent Month**, as this is critical to accurate tracking. The summary dashboard you mentioned is also something I can create with no problem - incorporating monthly rent, total collected, remaining balance, total expenses, and alerts for unpaid rent and past due bills. In addition to building an Excel sheet built on clean architecture with scalable code, I also offer clear communication throughout the project, which includes collaborative milestones so we stay on track together. With my commitment to delivering quality work that saves you time and money in the long run coupled with your clear vision for what you want in this project - together we can build a solution that'll fully meet your rental property management needs.
$100 USD dalam 5 hari
4.9
4.9

Hi there, I understand you need a reliable Excel system that accurately tracks rent, partial payments, and expenses across multiple properties while keeping everything easy to use. The critical challenge here is correctly mapping payments to the rent month (not payment date) and ensuring all calculations—balances, statuses, and summaries—update automatically without confusion. My approach is to design a structured workbook with dedicated sheets for Payments, Rent Ledger, and Expenses, using formulas and pivot logic to aggregate payments by rent month, handle multiple/partial payments, and calculate real-time balances and statuses. I will also implement split-bill handling, notes fields for clarity, and a clean dashboard that highlights unpaid rent, overdue bills, and overall property performance. You’ll receive a fully automated, user-friendly Excel file that gives you clear visibility into income, expenses, and outstanding balances, along with flexibility to scale as you add more properties. I can also share similar financial tracking systems and ensure the layout is intuitive for daily use. Regards, Ahmad
$140 USD dalam 7 hari
4.1
4.1

Hello, I’ve read your brief and can build a clean, single Excel workbook to track rent, payments and expenses across multiple properties while handling partial and off-date payments applied to specific rent months. I’ve built similar property trackers that combine transaction tables, a payments ledger and per-unit allocations to ensure totals are computed by the Rent Month (not payment date). My approach: create normalized sheets, Units, Tenants, Payments, Expenses and Shared Bills, use formulas (SUMIFS, INDEX/MATCH), helper columns for Rent Month, dynamic named ranges and a Pivot/summary dashboard. I’ll include a notes column, split-bill allocation logic, status flags (Paid/Partial/Unpaid) and simple VBA only if needed for importing or automating allocations. Next step: I can draft the workbook layout and a sample with two properties for your review, then iterate based on feedback. Which properties and sample months would you like me to include in the initial sample workbook so the Rent Month allocations reflect your real cases? Thanks, Daniel
$200 USD dalam 4 hari
3.4
3.4

Hello, How are you? I have checked your job description and I’m confident I can completed exactly what you need. Your requirement for a comprehensive Excel system to manage multiple rental properties, handle partial payments, assign payments to different months, and track expenses aligns perfectly with the custom tracking tools I’ve built before. I have extensive experience with AI content, Excel automation, VBA, formulas, dashboards, and financial tracking systems. So I think this job is an ideal match with my skills and experience. I can structure the sheet to record rent by unit, handle multiple payments with applied-month logic, manage shared bills, and generate a clean summary dashboard for unpaid rent and past-due expenses. Please send me a message so that we can discuss more. Thanks Taras
$150 USD dalam 1 hari
2.1
2.1

Bellwood, United States
Kaedah pembayaran disahkan
Ahli sejak Mei 13, 2024
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$15-25 USD / jam
₹600-1500 INR
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