Revamp Rental Tracking Google Sheet
Budget / Salary£250–750
TypeFreelance project
LocationRemote
Posted3 hours ago
I already keep every tenancy detail in a single Google Sheet organised with separate tabs, but the “version 2” I began—complete with new formulas—never got finished. I am looking for someone to pick up that file, rethink the layout where needed, and turn it into a reliable system that:
• tracks every rent payment and flags anything overdue,
• calculates each shareholder’s money owed and variable returns automatically, and
• produces clear, at-a-glance reports for every property.
Each payment entry needs to capture the date, amount, method, tenant, rental period covered, plus any late fees, part-payments, or notes. Beyond that, I want built-in summaries, conditional formatting that highlights issues, and preferably a dashboard or pivot table view so I can see arrears and upcoming distributions without digging through raw data.
Deliverables
– Re-structured Google Sheet (built on my existing file) with all formulas, lookups, data-validation and summary dashboards in place
– Automated calculations for shareholder balances and returns
– Property-specific report tabs ready to print or export
– Short hand-off guide so anyone on my team can maintain the sheet
_ completting old data import that is 99% done
Acceptance criteria
The sheet must recalculate accurately when I add a new payment row, instantly adjust shareholder balances, and show the correct overdue totals on its summary view when tested with a sample data set I will provide.
If you have strong Google Sheets skills and know your way around functions such as QUERY, ARRAYFORMULA, IMPORTRANGE and maybe a little Apps Script for alerts, I’d love to see how you can finish and polish this tool for me.
MUST BE PRIVATE AND CONFIDENTAL AND HAND OVER DOC AND THEN DELETE ONCE COMPLETED
• tracks every rent payment and flags anything overdue,
• calculates each shareholder’s money owed and variable returns automatically, and
• produces clear, at-a-glance reports for every property.
Each payment entry needs to capture the date, amount, method, tenant, rental period covered, plus any late fees, part-payments, or notes. Beyond that, I want built-in summaries, conditional formatting that highlights issues, and preferably a dashboard or pivot table view so I can see arrears and upcoming distributions without digging through raw data.
Deliverables
– Re-structured Google Sheet (built on my existing file) with all formulas, lookups, data-validation and summary dashboards in place
– Automated calculations for shareholder balances and returns
– Property-specific report tabs ready to print or export
– Short hand-off guide so anyone on my team can maintain the sheet
_ completting old data import that is 99% done
Acceptance criteria
The sheet must recalculate accurately when I add a new payment row, instantly adjust shareholder balances, and show the correct overdue totals on its summary view when tested with a sample data set I will provide.
If you have strong Google Sheets skills and know your way around functions such as QUERY, ARRAYFORMULA, IMPORTRANGE and maybe a little Apps Script for alerts, I’d love to see how you can finish and polish this tool for me.
MUST BE PRIVATE AND CONFIDENTAL AND HAND OVER DOC AND THEN DELETE ONCE COMPLETED
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