For English-speaking landlords in Germany, Anlage V is where the money hides — and where it leaks. Werbungskosten forgotten by January are deductions lost forever. This bilingual tracker keeps the whole calendar year in Anlage-V shape as you go: every entry carries its property and its Anlage-V category (German term first, short English gloss in brackets), AfA is calculated from YOUR building value at YOUR example rate, and every property’s Überschuss / Verlust — surplus or loss — is stated in the open. The sample portfolio takes €6,060 of rent, spends €3,605 of Werbungskosten before AfA, then applies €4,800 of example AfA to land on a portfolio VERLUST of −€2,345 — a tax-relevant loss most landlords never see forming until the return is filed.
What it does for you:
– Anlage-V categories from day one: Mieteinnahmen, Nebenkosten-Umlagen, Schuldzinsen, Erhaltungsaufwand, Verwaltungskosten, Grundsteuer, Versicherungen, Hausmeister & Reinigung, sonstige Werbungskosten — an editable example mapping for the 2026 calendar year, bilingual throughout, adjustable to the current Anlage V guidance.
– AfA without the spreadsheet archaeology: enter your building value and your AfA rate once (2% pre-filled as an EXAMPLE from published guidance for residential buildings — the right rate depends on the Baujahr, so verify and replace) and the summary applies €4,800 on the sample’s €240,000 building value automatically.
– Per-property Überschuss / Verlust before AfA: Leipzig +€995 (the only property over the €900 target), Hamburg +€708, Freiburg +€752 — then the portfolio result WITH AfA, so you see both the cash picture and the tax picture.
– A calendar-year view (Kalenderjahr) in Anlage-V order: total Einnahmen, Werbungskosten, AfA and the portfolio result, ready to sit beside the Anlage V or hand to your Steuerberater.
– The business around the properties: a bilingual categorized expense log, zero-based monthly budget, and a dashboard with income, AfA and the portfolio result on one screen.
What’s inside (.xlsx, works in Excel AND Google Sheets):
– Start Here — plain-English setup + your settings (AfA rate and building value as verify-and-replace EXAMPLE settings, your target surplus per property)
– Rental Log — 24 entry rows: date, property, income/expense, Anlage-V category (bilingual), note, amount
– Anlage V Summary — per-property Einnahmen, Werbungskosten by line, Überschuss/Verlust vs target + the portfolio block with AfA applied
– Expense Log — other business spending, categorized (bilingual)
– Monthly Budget — zero-based, Budget vs Actual fills itself
– Dashboard — total income, AfA and portfolio surplus/loss on one screen
– Monthly Summary — spending by month, Jan–Dec
Instant download. Yellow cells are yours to type in; every formula cell is locked (password sheetdaily, shown in Start Here) so nothing breaks by accident. Sample entries are pre-filled so you can see the math working — replace them with your own. The Anlage V category mapping and the AfA rate are example settings for the 2026 calendar year, not tax law or advice: check the current Anlage V guidance or ask your Steuerberater, and update them to yours.




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