Property Setup Toolkit
for Xero

See what each property makes. About 3 hours to set up, then 15 minutes a week.

The 6 Stage Guide and Chart Builder for landlords who want to set up Xero themselves and see profit by property.

£29 one-off · no subscription

✓A 19-page guide to all 6 setup stages, with screenshots
✓A Chart of Accounts built for your properties
✓Limited company or sole trader
✓Xero-ready file that imports in minutes
✓Download both straight after payment
✓Up to 3 free fixes to your chart for 14 days

What you get

One purchase, two parts. You build your chart on this page, then download it with the guide that shows you what to do with it.

PDF · 19 pages

The 6 Stage Guide

Every stage of setting up Xero for a property business: the exact clicks, real Xero screenshots, worked examples and a checklist for each stage. Each stage links to the point in my walkthrough video where I do it.

CSV · ready to import

Your Chart of Accounts

Built from your answers below: an investment property code for each property, a mortgage code for each mortgage, a director's loan account for each director, and the income and cost codes a landlord needs. You import it in Stage 1 of the guide.

Already have the free 6 Stage Blueprint?

Keep it. The Blueprint tells you what the six stages are. The toolkit shows you how to do each one, and builds your chart for you.

Compare	Free Blueprint	Toolkit
What it is	One page	A 19-page guide
Detail	The six stages in order, each explained by email over 7 days	The exact clicks, real Xero screenshots, worked examples and a checklist for every stage
Chart of Accounts	A template you edit yourself	Built for you, with your properties, mortgages and directors already named, ready to import
Price	Free	£29 one-off

Look inside the guide

19 pages. Stage 1 is shown in full below, so you can see the level of detail. The other stages are blurred until you buy.

Stage 1, page 1: get your chart file. Click to enlarge.

Stage 1, page 2: import it into Xero. Click to enlarge.

Stage 1

Chart of Accounts

Import your chart into Xero, and fix any import errors.

Unlocks after purchase

Stage 2

Add Properties

One tracking category, an option for each property, plus Portfolio expenses.

Unlocks after purchase

Stage 3

Opening Balances

Enter your trial balance, with worked examples for companies and sole traders.

Unlocks after purchase

Stage 4

Bank & Automate

Connect your bank and set rules that tag each property for you.

Unlocks after purchase

Stage 5

Reconcile

A 15-minute weekly routine, plus purchases, mortgages and letting agent statements.

Unlocks after purchase

Stage 6

Review

A Profit and Loss by Property report, and the three reports to check each month.

Build your chart

About 5 minutes, then payment. Have the first line of each property's address to hand, and your directors' names if you're a limited company. Made a mistake after buying? You can fix your chart up to 3 times in 14 days.

How do you own your properties?

This decides which Chart of Accounts template your chart is built from. You can go back and change it.

Who made this

David Slater ACMA CGMA

I run Accufy Accounting, a practice for property investors. This is the same Xero setup I use on my own portfolio and for my clients, written down step by step so you can do it yourself.

Questions

Is this for me?+

It is for landlords setting up Xero for the first time, or whose Xero file has no transactions in it yet. If you have already been using Xero, book Xero Help (£99) instead so I can look at your file first.

I have the free 6 Stage Blueprint. Do I need this?+

The Blueprint shows the six stages on one page. The toolkit is the step by step version: every click with screenshots, worked examples, and a Chart of Accounts built for your properties instead of a template you edit. If the Blueprint and the free template are enough for you, you do not need it.

Limited company or sole trader?+

Both. Choose how you own your properties in the first step and the chart is built from the matching template. The guide shows where a sole trader does something different.

What do I need?+

A Xero subscription (the free trial is fine), the Adviser user role, your trial balance from your accountant if you have one, and a list of your properties.

Will my accountant be happy with it?+

It uses standard Xero account types and a tracking category for each property, the way I set up files for my own clients, so any accountant who uses Xero can work with it. Invite them as an Adviser user. If they normally give you their own chart of accounts, check with them before you import.

I have more than one business+

Each purchase is for one business. After you buy, you can add a chart for each extra company, or your sole trader portfolio, for £5. You only need the guide once.

What if I get stuck?+

Every stage in the guide links to the point in my walkthrough video where I do it. If you are still stuck, Xero Help (£99) is a 40-minute call, or I fix one issue for you.