Free Property Management Budget Spreadsheet Template
Plan management and leasing fees against maintenance, contractors, vacancy reserve, software, insurance, and owner distributions.
Do this with AI
Make this property-management budget fit your portfolio.
Open the workbook and ask Griddy to adapt fees, maintenance, contractors, vacancy, software, insurance, or distributions.
What is in this workbook?
This workbook has three sheets: Property Budget Dashboard, Property Budget, and Setup. Property Budget Dashboard is the quick-review surface, Property Budget is the editable working log, and Setup holds supporting inputs, reusable context, or working rules.
How the workflow and formulas work
Use Property Budget for each line, category, revenue-or-expense type, planned amount, actual amount, favorable variance, actual net effect, status, owner, and review note; document the inputs behind the plan in Setup. Revenue variance is Actual minus Planned, while expense variance is Planned minus Actual. Property Budget Dashboard subtracts expenses from revenue to show planned net, actual net, and performance instead of mixing income with costs.
How to use it in Griddy
Replace the sample values before sharing, then review the calculated Property Budget Dashboard fields after editing the working log. The workbook includes a dropdown validation resource and a conditional-formatting resource for the relevant review or status fields.
Keep sensitive records out of the workbook
Use property nicknames and aggregate figures. Do not include tenant records, bank details, access codes, or private owner documents. This workbook is a planning aid and does not replace accounting, legal, HR, tax, or education-record systems.
Do this with AI
Make this property-management budget fit your portfolio.
Open the workbook and ask Griddy to adapt fees, maintenance, contractors, vacancy, software, insurance, or distributions.
