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Keep tenant deposit records organized with this professional Security Deposit Tracker Template. This fillable PDF and Excel spreadsheet set is designed for landlords and property managers who need a structured way to document security deposits received, deposit holding notes, deductions, damage records, refund calculations, and tenant acknowledgment.
Use the fillable PDF for a clean printable deposit record, and use the Excel spreadsheet for ongoing tracking of deposit amounts, deductions, refund summaries, and tenant deposit records.
This template is ideal for landlords, rental property owners, and property managers who want a professional system for organizing security deposit information before, during, and after a tenancy.
What’s Included
You will receive 1 ZIP file containing:
1 Fillable PDF Template
5 total pages
1 Excel Spreadsheet
PDF sections included:
Cover Page
Tenant / Property Information
Deposit Received Details
Deposit Holding Notes
Deductions / Damage Log
Refund Calculation
Tenant Acknowledgment
How to Use / Disclaimer Page
Excel tabs included:
Deposit Tracker
Deduction Log
Refund Summary
Tenant Deposit Records
File Format
Digital ZIP file
Fillable PDF format
Excel spreadsheet included
Instant digital download after purchase
No physical product will be shipped
Best Used For
Security deposit tracking
Tenant deposit records
Deposit deduction logs
Damage deduction notes
Refund calculation records
Move-out deposit review
Landlord record keeping
Property management files
Customer Benefits
Helps organize tenant security deposit records in one place
Includes deposit received details, deduction log, and refund calculation sections
Excel spreadsheet helps track deposits, deductions, refunds, and tenant records
Useful for move-out reviews and property management documentation
Fillable PDF format allows information to be typed directly into the document
Professional black and gold Lexoraintl design gives a premium business look
Easy to save, print, or update digitally with tenant files
Important Usage Note
This template is designed to help organize security deposit records only. It is not legal, tax, accounting, or financial advice and does not replace state-specific security deposit laws, refund deadlines, deduction rules, tenant notices, or legal review.
Security deposit requirements may vary by state, county, and local jurisdiction. Customers should review and customize this template for their own rental process and consult a qualified professional when needed.
Digital Product Policy
This is a digital product. No physical item will be mailed.
Because this is a digital download, all sales are generally final once the file has been delivered or downloaded.
Customer FAQ
Can I type directly into the PDF?
Yes. This product includes a fillable PDF.
Does this template include Excel?
Yes. Template 11 includes both a fillable PDF and an Excel spreadsheet.
How many PDF pages are included?
The PDF includes 5 pages.
What Excel tabs are included?
The Excel file includes Deposit Tracker, Deduction Log, Refund Summary, and Tenant Deposit Records.
Who is this template for?
It is designed for landlords, rental property owners, property managers, and real estate professionals who need to track tenant security deposits.
Can this help with move-out deposit review?
Yes. It can help organize deposit received details, deductions, damage notes, refund calculations, and tenant acknowledgment.
Is this legal or accounting advice?
No. This template helps organize records only. It is not legal, tax, accounting, or financial advice.
Can I resell this template?
No. This template is for personal or business use only. Resale, redistribution, sharing, or claiming the design as your own is not allowed.