Property Portfolio Tracker Spreadsheet
Budget: £20 – £250 GBP
My aim is to house every property, tenant and maintenance detail in one smart workbook and have the file do the remembering for me. I will be typing the data in manually, but once it is there I need formulas, look-ups or scripts that can pull any critical date—lease end, inspection due, boiler service, insurance renewal, you name it—into clear views and trigger an email reminder ahead of time.
Excel is my first choice, yet I am open to Google Sheets or an equivalent platform if the same “set-and-forget” email notifications can be achieved. I will supply the exact column headings I already use plus a few new ones you may recommend so long as tenant details and an ongoing maintenance log are front and centre.
Deliverables
• A fully-built, easy-to-extend workbook with a master data tab, filtered summary views and a dashboard of upcoming dates.
• Automated email reminders (Outlook VBA, Power Automate, or Apps Script—whichever fits the platform we pick).
• A short, plain-English guide showing where to paste new rows, how to update headings and how to adjust reminder lead times.
The sheet should work straight out of the box: drop my portfolio in, confirm a reminder test fires, and I’m ready to go.
Excel is my first choice, yet I am open to Google Sheets or an equivalent platform if the same “set-and-forget” email notifications can be achieved. I will supply the exact column headings I already use plus a few new ones you may recommend so long as tenant details and an ongoing maintenance log are front and centre.
Deliverables
• A fully-built, easy-to-extend workbook with a master data tab, filtered summary views and a dashboard of upcoming dates.
• Automated email reminders (Outlook VBA, Power Automate, or Apps Script—whichever fits the platform we pick).
• A short, plain-English guide showing where to paste new rows, how to update headings and how to adjust reminder lead times.
The sheet should work straight out of the box: drop my portfolio in, confirm a reminder test fires, and I’m ready to go.