The spreadsheet: flexible
Create any columns you like and sort a long list easily from your computer.
COMPARISON
Spreadsheet or app: how should you track your properties?
A spreadsheet is flexible and often already installed, but it’s awkward in the field. An app like My Estate Map puts your properties on a map and keeps the owner, notes and appointments in a file you can read on your iPhone. You can keep your spreadsheet and import your list into the app.
Your first property is free, on iPhone and iPad.
IN PRACTICE
What a spreadsheet does well, and where it falls short in the field.
The app: visual
Your properties appear on a map and each row becomes a clear file on your phone.
Both together
Export your spreadsheet as CSV, then import it into My Estate Map with Pro.
FROM SPREADSHEET TO APP
How do you move from your spreadsheet to My Estate Map?
Open your spreadsheet and check that it has one row per property, with a header row: address, owner, phone, status. Complete any partial addresses, since they’re what place properties on the map.
Save a copy as CSV. In My Estate Map, with Pro, open the import and choose that file. Columns are matched automatically, then the app flags errors per property and possible duplicates.
Your properties join your portfolio: you find them in the list and on the map, each with its own file. Your original spreadsheet doesn’t change; the import is a one-time action with no automatic sync.
KEY POINTS
- CSV import included in Pro
- Automatic column matching
- Original file unchanged
- First property free to try
THE COMPARISON
Spreadsheet vs. app: what changes day to day.
| Excel / Google Sheets | My Estate Map | |
|---|---|---|
| See your properties on a map | No | Yes, with a status per property |
| Check a property on your phone | Hard to read on a small screen | One clear file per property |
| Owner and notes | In columns | In the property file |
| Appointments linked to properties | No, separate calendar | Yes, with Pro |
| Get to the address | Retype it into your GPS | Directions from the file |
| Offline | Depends on the file and device | Properties already on device available |
| Price | Often included in your office suite | Free for one property, Pro from $4.90/week |
GOOD TO KNOW
When should you keep your spreadsheet?
For your numbers
A spreadsheet is still handy to calculate averages, track numbers or prepare a monthly report.
To share a list
If your brokerage asks for a shared file, a spreadsheet remains an easy format to exchange.
As a backup
Keeping your original file lets you go back to your initial list anytime.
STEP BY STEP
From spreadsheet to map in four steps.
One row per property, complete addresses.
Save a copy as CSV.
Open the file in the app.
Your properties on the map, each with its file.
YOUR QUESTIONS
Spreadsheet vs. app FAQ.
Your first property is free, on iPhone and iPad.
At the office, yes. In the field, a spreadsheet is less practical: it doesn’t show your properties on a map and it’s hard to read on a phone.
START WITH YOUR FIRST PROPERTY
Your portfolio, with you in the field.
Add your first property for free, then see it on the map.
