One owner report that every owner accepts.

Four spreadsheet templates that turn your rent roll and expense log into a clean monthly statement. Built for property managers with 10 to 150 doors who still export by hand.

Founding price $39 for the waitlist. No payment now.

Owner statement, 14 Alder St
fx =SUM(D3:D7)
ABC
1LineUnitAmount
2Rent collected1 to 46,400.00
3Late fee375.00
4Plumbing repair2-310.00
5Management fee 8%-512.00
6Reserve held-250.00
7Owner payout5,403.00
StatementMaintenance logYTD P&LPortfolio

Month-end shouldn't be a second job.

Now

  • Every owner wants a slightly different report
  • Export, clean up, reformat, convert to PDF, send, twelve times over
  • Maintenance photos and invoices live in a different folder each month
  • Reporting hours you never bill for

With the Owner Report Pack

  • One standard statement you send to every owner
  • Paste the month's ledger once; each owner's page fills in
  • Repairs carry a link to the invoice and photo
  • A script for telling owners the format is changing

Paraphrased from property managers on r/PropertyManagement.

What's in the file

Statement

One-page owner statement

Rent, fees, repairs, reserve and payout, filled from your ledger tab.

Maintenance log

Repairs with invoice and photo links

For the owner who wants receipts, without extra work from you.

YTD P&L

Year-to-date profit and loss per property

Ready to hand to the owner's accountant.

Portfolio

One row per owner

Your own month-end check that every payout ties.

Email

The standardisation email

Wording for telling owners reports are changing, with a sample attached.

How it works

Paste your month

Drop rent received and expenses into the ledger tab, or import a CSV from your bank.

Check the payout

Each owner's statement, fee and reserve calculate themselves.

Send the PDF

Export one page per owner. Same layout every month.

Founding price for the waitlist

$39$59 at launch
  • Excel and Google Sheets versions
  • Four templates plus the owner email
  • One-time purchase, no subscription

No payment now. One email when it ships.

Questions

I already use AppFolio or Buildium.

Then you probably don't need this. It is for managers on spreadsheets or light software who build owner reports by hand.

Does it handle more than one property per owner?

Yes. The portfolio tab groups properties by owner and the statement prints one page per property.

When does it ship?

The waitlist decides. If enough managers join, the pack gets built and you pay the founding price. If not, you get an email saying so.