Description
What It Is
• A downloadable Excel spreadsheet designed to help real estate investors and homeowners track property improvements, repairs, and upgrades for tax, budgeting, and ROI purposes.
Who It’s For
• Real estate investors, landlords, flippers, homeowners, and property managers looking for an organized way to document capital improvements and deductible repair costs.
What’s Included
• 1 editable Excel file (.xlsx)
• Columns for date, description, vendor, category, cost, and notes
• Auto-calculations for total expenses
• Color-coded headers and clean layout
How to Use It
‚Ä¢ Simply enter each improvement as you go‚Äîwhether it’s a roof replacement, kitchen remodel, or HVAC upgrade.
• Use filters and sorting features to view costs by property or type.
• Export data at tax time or when calculating return on investment.
Why It’s Helpful (Tax/Finance Context)
• Track cost basis adjustments for capital gains calculations.
• Separate capital improvements from repairs for IRS documentation.
• Great for 1031 Exchange records, cost segregation, and audit-proof bookkeeping.
Software Compatibility
• Compatible with Excel 2010 and later, Google Sheets, and similar spreadsheet software.
Instant Download Info
• This is a digital file only—no physical item will be shipped.
• Files are available immediately after payment via your Etsy account under Purchases & Reviews.
