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Property rent roll

Build a rent roll from your lease register and rent payment export. You get one row per unit with tenant, monthly rent, lease end, and balance owed.

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Someone typed

“build a rent roll from our leases and payments: unit, tenant, monthly rent, lease end and balance owed for each unit”

The agent read it as

Build a rent roll from our Lease Register and Rent Payments: unit, tenant, monthly rent, lease end and balance owed for each unit, with balance owed as this month's rent less payments.

What the agent built

3 steps, each one an ordinary Mammoth step you can open and change.

File

Lease Register

CSV export · 12 rows

File

Rent Payments

CSV export · 24 rows

Step

Total this month's payments

Step 1

Join

Add unit payments

11 of 12 paired

Step

Calculate balance owed

Step 3

Result

Rent Roll

12 rows

Schedule

Runs when you say

Proposed

File
Lease Register
CSV export · 12 rows
File
Rent Payments
CSV export · 24 rows
Step
Total this month's payments
Step 1
Join
Add unit payments
11 of 12 paired
Step
Calculate balance owed
Step 3
Result
Rent Roll
12 rows
Schedule
Runs when you say
Proposed

Checked on the sample files: every step ran, 12 rows came out, and the join paired 11 of 12 rows.

Download Lease Register sample (12 rows)Excel: Leases workbook > Lease Register sheet > Save As CSV
Download Rent Payments sample (24 rows)Excel: Accounting workbook > Cash Receipts sheet > Export Table

What you get back

The result of that run, the rows to look at first.

Rent RollSample data12 rows

Unit	Tenant	Balance owed	Monthly rent	Payments this month	Lease end
101	Aster & Pine Design	0	1,450	1,450	2026-12-31
102	Mira Holt	800	1,550	750	2026-09-30
103	Northwind Bikes LLC	0	1,600	1,600	2027-02-28
104	Juniper Labs	0	1,750	1,750	2026-12-14
105	Cedar Staging Co	0	1,325	1,325	2026-11-30
106	Lumen Atelier	0	1,495	1,495	2027-03-31
108	Briar Health Group	0	1,825	1,825	2026-10-31
109	Frostline Tutors	0	1,210	1,210	2027-05-31
110	Kite Works Studio	0	1,680	1,680	2026-08-31
111	Moss & Market Salon	0	1,585	1,585	2027-06-30
112	Ridgeview Analytics	0	1,925	1,925	2027-08-14
107	Harbor & Elm Coffee	1,375	1,375	0	2026-10-31

12 rows in the result. Sample data: illustrative figures, not business results.

How do you build a rent roll from leases and payments?

Export your lease register and rent payment data from Excel, then upload the files. Mammoth matches the unit records, totals this month’s payments, and calculates balance owed as this month’s rent less payments. The result is a rent roll by unit with tenant, monthly rent, lease end, and balance owed.

How it works

How to use the Rent Roll workflow

1Get early accessWe invite people in small batches, job by job. You'll land on this workflow, already built and checked on the sample files.
2Swap in your exportsUpload your own files as they come out of your tools. The agent checks the workflow on your rows.
3Change it in words, then turn it onSay what to change and see the new result before anything saves. Then choose when it runs.

Rent Roll: questions

Which export should I use?

Use the exported spreadsheet file that has the rows and columns for your leases or payments. A spreadsheet-style workflow tool reads the exported file, not the source app itself.

What happens if a row does not match?

Rows that do not match the rules stay out of the result until you fix the data or adjust the matching rules. You can then run the workflow again.

How do I change the rules?

Edit the steps in plain words, for example by changing which columns are used, how rows are matched, or how balances are calculated. Then rerun the workflow on the exported files.