Compliance tracking spreadsheet template
A pre-built CSV template for tracking permits, licenses, inspections, and insurance renewals across a property portfolio. Opens directly in Excel, Google Sheets, or Numbers — no account needed.
TuskCompliance tracking template
9 columns · 2 example rows · opens in Excel, Google Sheets, or Numbers
| Property | Address | Compliance Item | Category | Issue Date | Expiration Date | Responsible Person | Notes | |
|---|---|---|---|---|---|---|---|---|
| Riverbend Apartments | 1140 Summit St, Portland, OR | Annual fire inspection | Fire Inspection | 2026-03-01 | 2027-03-01 | Elena Morales | elena@example.com | Example row — delete before use |
| Riverbend Apartments | 1140 Summit St, Portland, OR | Landlord insurance policy | Insurance | 2026-01-15 | 2027-01-15 | Elena Morales | elena@example.com | Example row — delete before use |
Delete the two example rows and add one row per compliance item you're tracking. For Category, we'd suggest sticking to a consistent set of values — Fire Inspection, Elevator Certificate, Insurance, Permit/License, Other — so the sheet stays easy to filter and sort as it grows.
What a spreadsheet can't do
This template is genuinely useful for organizing a portfolio's compliance items in one place. What it can't do is remind anyone before a date arrives — someone still has to remember to open it. That's the actual gap between a spreadsheet and a tool built around expiration dates, not a knock on spreadsheets themselves.
Want Tusk to track these deadlines automatically and remind the right person before anything lapses?
Start free trialSee also the free tools page, or try the free in-browser tracker if you'd rather not manage a file at all.