Xero for Landlords and Property Investors: Full Course 2026

https://xeroblueprint.netlify.app/ ⭐Xero Property 6 Steps Blueprint⭐ https://property-setup-toolkit.netlif... ⭐Want fast results? Property Setup Toolkit for Xero⭐ In simple terms, this is my full walkthrough for setting up a property business in Xero, whether you own your properties in a limited company or personally. Part 1 is the 6-step setup. Part 2 covers the bookkeeping most landlords get wrong: property purchases, deposits and agent statements, revaluations, costs paid personally and fixing miscoded transactions. Work with me Done-for-you Xero setup for property investors: https://xeroproperty.netlify.app 1:1 Xero help (walk-through or done for you): https://xero-help.netlify.app Chapters 0:00 Introduction 0:29 Before Step 1: Set up your Xero account 1:10 Step 1: Chart of Accounts 4:32 Step 2: Add Properties (tracking categories) 6:22 Step 3: Opening Balances 11:00 Step 4: Bank & Automate (bank rules) 16:26 Step 5: Reconcile (and HubDoc) 23:31 Step 6: Review your reports 27:25 Part 2: Unlocking manual journals 28:05 Recording a property purchase 31:50 Debits and credits in simple terms 32:11 Purchase costs from the completion statement 33:43 Mortgage advance and arrangement fees 36:45 Second property: same process 37:27 Arrangement fees: check with your accountant 37:50 Checking the balance sheet 38:11 Tenant deposits (self-managed) 40:58 Via a letting agent: deposit and net rent 41:47 Posting an agent rental statement 44:12 Adjusting rent for agent fees 44:59 Revaluing properties: limited company 47:56 Company: the gain goes through the P&L 50:52 Revaluing properties: owned personally 52:07 Owned personally: use an equity reserve 56:10 Business costs you paid personally 58:19 Director’s loan or drawings 59:15 Find and recode 59:49 Demo: posting to the wrong account code 1:01:13 Spotting the error in the P&L 1:02:21 Fixing it with find and recode 1:05:00 Dashboards and KPIs: Xero’s homepage 1:06:23 Custom KPI dashboard (Looker Studio) 1:08:14 Compliance dashboard