Workflow comparison

When is a spreadsheet enough, and when is it not?

A spreadsheet is flexible, familiar, and inexpensive. Software earns its place when the same rental facts need to drive several workflows without repeated entry or fragile formulas.

Published
Reviewed
Jurisdiction
Canada
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Compare the operating model

NeedSpreadsheetDwellTrack
Initial setupFast if you already have a templateProperty, unit, tenant, and lease setup
CustomizationNearly unlimited, but manualStructured around supported landlord workflows
Rent reconciliationManual rows and formulasCharges, payments, tenant/lease links, and match review
ReceiptsSeparate template or mail mergePDF from a confirmed payment record
Expense evidenceLinks or filenames maintained manuallyExpense details and receipt path tied to a property
MaintenanceSeparate sheet, messages, and photo folderRequest, status, evidence, expense, and resolution
Change historyDepends on version history and disciplineApplication activity history for supported actions
CostOften no software feeFree first-unit plan; paid plans by managed units

Stay with a spreadsheet when

  • You have one simple tenancy and reliably reconcile it every month.
  • You understand and maintain the formulas, permissions, backups, and receipt links.
  • You do not need tenant access, application forms, lease signing, maintenance intake, or connected receipts.

Consider connected software when

  • The same payment needs to update a ledger, balance, tenant history, and receipt.
  • Expenses and maintenance evidence are difficult to find by property.
  • Several units or collaborators make spreadsheet structure and access fragile.
  • Year-end preparation repeatedly means reconstructing missing context.

Test the connected workflow without abandoning your source file.

Start with one managed unit and compare it with your current process.

Try one unit free