*Hover your mouse over the photos to enlarge*

 

Keep your property journey organized with this collection of 8 spreadsheet bundles:

1. Savings goal tracker
2. First home budget
3. Moving planner
4. Renovation planner
5. Property spreadsheets
6. Landlord spreadsheets (Manage up to 20 investment properties)
7. Home search spreadsheets (perfect for buying your own home or choosing a rental property)
8. Loan Comparison spreadsheet
9. Real estate open home checklist

This collection is discounted but you can also buy each bundle separately by clicking the above links. Those links will take you to the individual listings for each bundle where you can find out more about what's included, how the spreadsheets work and more photos.
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ABOUT THE SPREADSHEETS
- Instant download - start using it straight away!
- Excel file (can also be used in Google Sheets and Numbers for Mac)
- Formulas automatically calculate
- You can add additional lines to most of the spreadsheets
- The spreadsheets are formatted to have $ currency but you can change this to another currency

- Example spreadsheets are included for some of the bundles to to give you an idea of what to put where

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check your Etsy registered email address for the link to the download page.

Instructions for using in Google Sheets are here.
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DETAILS ABOUT EACH SPREADSHEET

1. SAVINGS TRACKER

Track up to 3 savings goals - they can be anything you like! Some suggestions:
- New car
- House deposit
- Emergency savings
- Vacation
- Christmas or gift budget for your friends and family for the year
- New computer
- New phone
- New TV, couch or other piece of furniture
- An experience e.g. skydiving
- Debt payoff e.g. reduce mortgage by $20k

* If you need more than 3 savings goals, just make another copy of the spreadsheet.

For more info, click here

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2. FIRST HOME BUDGET

This spreadsheet is categorised by room, with all of the big ticket and small, sundry items you'll need already pre-filled to save you time.

- Kitchen & Dining
- Living room
- Bedroom
- Bathroom / cleaning
- Exterior
- Miscellaneous

Everything from the mattress to the pizza cutter, laundry detergent and towels.

There are 2 versions included:
- Example (prefilled with more than 100 items)
- Blank (for you to add your own items)

For more info, click here
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3. MOVING PLANNER

- Moving to do list
- Moving budget
- Moving expenses
- Moving estimate comparison
- Questions for the movers
- Box Inventory
- Contacts
- Follow ups
- Home to do list

For more info, click here

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4. RENOVATION PLANNER

- Renovation budget summary
- Room budgets for 18 different zones - external, kitchen, ensuite, bathroom, bedrooms, study, living area, dining room, entry & stairs, laundry & linen cupboard, garage, basement, children's play room and other
- Renovation wish list You can type over the top of any of these room labels if you need something else e.g. craft room
- Paint colors
- Program
- Payments tracker

For more info, click here

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5. PROPERTY SPREADSHEETS

2 versions included:

Version 1 - Record income and expenses for your investment property for up to 10 years (1 tab / spreadsheet per year). With these spreadsheets you can track positive or negative gearing and how much the property is truly costing you. For each year, there is a tab to record income and expenses. The expense categories are pre-filled but you can type over the top of the existing categories and add your own in the blank rows as well

For each year, there is a tab to record income and expenses. The expense categories are pre-filled but you can type over the top of the existing categories and add your own in the blank rows as well

Version 2 - This version has the same income and expenses summary spreadsheet as version 1, but it can be used for any year and is not linked to a summary tab

- Income and Expenses Summary tab
- Rental Income
- Ongoing Costs Forecast
- Property Improvements
- Upfront and selling costs
- Loan comparison
- Management Fees Cost

For more info, click here

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6. LANDLORD SPREADSHEETS

Keep track of your rental property portfolio using these spreadsheets. You can track income and expenses for each of your investment properties (up to 10).

There is a summary tab where you can record the details of each property including the address, weekly rent, when the rent is due and any other important notes.

For each property, there is a tab to record income and expenses. The expense categories are pre-filled but you can type over the top of the existing categories and add your own in the blank rows as well. On each of these tabs is a pie graph of the expenses (by category) which will automatically update as you enter values into the spreadsheet, so you can see which expenses are big ticket items, where you might be able to cut back, and also to forecast future maintenance items.

For more info, click here

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7. HOME SEARCH SPREADSHEETS

Use these spreadsheets for buying your dream home, an investment property or finding a place to rent.

- House hunting wish list
- House hunting summary
- 18 tabs to record details of 18 properties inspected

Space to record everything from materials the property is made out of, location, condition for everything in the property, ongoing costs per year, past sales history, past rental history etc.

For more info, click here

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8. LOAN COMPARISON

Make sure you're getting the best deal on your mortgage with this calculator. Compare up to 3 lenders (you can duplicate the tab if you want to compare more than 3).

For more info, click here

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TERMS OF USE/USER AGREEMENT

I am unfortunately unable to provide after sales advice/troubleshooting on how to use Microsoft Excel, Numbers for Mac or Google Sheets. Basic excel skills are required. 

I accept no responsibility for errors that may be made in this spreadsheet. I am not accountant – you are responsible for ensuring values are correct. I recommend that you carefully check you have entered the correct vales and have not over-ridden formulas prior to using the information for taxes and financial reporting, and consultant an accountant if required.

These templates are strictly for your personal use only. They are © All About Planners – you may not modify, reproduce or alter the templates, share with others or sell in original and/or modified format. I will not hesitate to proceed with legal action for violation of these terms of use.

By purchasing you accept and agree to the above terms of use.
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PLEASE READ

>>>> Software requirements

- These spreadsheets were made in Excel 2016
- They should also work with earlier and later versions of Excel although I cannot guarantee this
- They should also work with earlier version of Excel although I cannot guarantee this
- They will work in numbers on a MAC
- They will work in Google Sheet which is free online: https://www.google.com/sheets/about/

I am not responsible if you are using a different software program and the files do not work. There are no refunds if these files will not work with your PC/laptop, or if you do not have basic excel skills and have problems formatting and/or using the spreadsheets.

The spreadsheets are intending for using on your computer or laptop (digital files to be used digitally).

Most instant download items (and all sets) come in zipped folders. Please ensure your computer can open zipped folders.

The watermarks will NOT appear on your copy.

Colours may vary depending on your monitor and printer.

There are no refunds on digital items.

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DOWNLOADING THE FILES
Please note that this is a digital product and no physical product will be sent.

Files will be available for INSTANT DOWNLOAD after payment has cleared - please check the email address used to place your order for an automatic email containing the link to the download page.
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© All About Planners

Shop blog: https://allaboutplanners.com.au/