Tenancy Summary and Key Dates Sheet
The property, the tenants and who manages the tenancy, in one place.
Rental property and landlord · RL-466 · Record
Free rent review record — each review with the old and new rent, the change worked out, when it was notified and when it took effect. PDF, Excel, browser.
One page. The A4 and US Letter files are laid out identically, so neither is shrunk to fit.
Print it and write on it
Fillable PDF type and save
Spreadsheet formulas included
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
The same sheet, on screen. Totals and figures are worked out as you type, rows can be added or removed, and you can print it or download the completed version as a PDF. Everything stays in your browser — your entries are kept in this browser's own storage on this device, nothing is uploaded, and there is no account.
A dated history of what the rent has been. One line per review: the old figure, the new one, the change worked out, when the tenant was told and the date it took effect, with room for what was agreed.
Landlords who have let the same property for several years and cannot now remember when the rent last moved, and anyone who has to explain a figure to a tenant, an accountant or a buyer.
The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.
Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.
Nothing on this sheet says, because it depends on your agreement and on the rules where the property is. The record holds the figures you decide and the dates you acted on; the decision and its limits are yours to check.
Again, that is set where the property is and by the agreement, not here. The sheet has a notified column and an effective-from column so the gap you allowed is on the record either way.
The new rent less the old rent for that line. A minus figure means the rent went down, which happens more often than people expect.
It is worth a line. A review with the same figure in both columns shows you looked, which is useful later when somebody asks when the rent was last considered.
The property, the tenants and who manages the tenancy, in one place.
What the property brought in over the period — rent and anything else.
A dated line for every rent due and every payment made.
Printable sheets, workbooks and tools on the same subject.
Give a tenant paying in cash the proof they have no other way of holding, and keep a matching record yourself.
Purchase costs, rent and running costs turned into gross yield, net yield, monthly cashflow and return on the cash actually invested.
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