Month-End Landlord Checklist
Month-end checklist for rent operations. Suggested exports and reconciliation tasks.
Not legal advice. Check local rules.
Month-End Checklist
- ✓Rent Status
Verify all rent payments received. Export rent status to CSV.
- ✓Maintenance Costs
Review all maintenance items completed. Export maintenance costs to CSV.
- ✓Lease Milestones
Check upcoming lease renewals and expirations. Send renewal notices if needed.
- ✓Documents
Organize invoices, receipts, and lease documents. Ensure all files are attached to the right property.
- ✓Reconciliation
Reconcile rent received vs. expected. Review maintenance spend vs. budget.
- ✓Exports
Export rent status, maintenance costs, and related data to CSV for accounting or tax prep.
Suggested Exports
- •Rent Status Export: Unit, rent amount, due date, payment date, status, payment amount
- •Maintenance Costs Export: Date, property/unit, description, status, cost, completed date
- •Lease Milestones Export: Property/unit, lease start date, lease end date, renewal status
- •Combined Export: All rent, maintenance, and lease data in one CSV for comprehensive records
Frequently Asked Questions
Run the checklist at the end of each month, or on the first day of the following month. This ensures all rent and maintenance data is up to date.
Use CSV format for exports. CSV files are compatible with Excel, Google Sheets, and accounting software. Easy to import and share.
Export rent status, maintenance costs, and lease milestones. Keep monthly backups for tax preparation and accounting.
Compare rent received vs. expected rent. Review maintenance costs vs. budget. Export data to CSV and review in a spreadsheet.
Monthly exports provide organized records of rent income and maintenance expenses. Import into accounting software or share with your accountant.
Export data for all properties, or filter by property. RentDesk organizes everything by property and unit, making exports easy.
RentDesk tracks rent status, maintenance costs, and lease milestones automatically. Export data to CSV with one click for month-end reconciliation.
Yes. Keep monthly backups of all exports. Store them in a secure location for tax preparation and record-keeping.
Automate Month-End Tasks
RentDesk tracks rent, maintenance, and lease milestones. Export to CSV with one click for month-end reconciliation.