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I wish to start using excel to record income and expenses for a rental property so that I can summaries it quickly for tax purposes
hi Marguerite, could I suggest that you start by viewing this tutorial. It gives you an example of how to set up your data first of all. That’s absolutely key.
https://www.the-excel-expert.com/using-excel-to-track-a-property-portfolio-01-getting-data-set-up/
Then when you have that set up you can view the second part of the tutorial..
https://www.the-excel-expert.com/using-excel-to-track-property-rent-and-expenses-02-of-02-getting-the-overview-with-a-pivot-table/
Try these and let me know how you get on…