Property Budget Planner Spreadsheet Template

Estimates income and expenses for property investments over a period.

Property Budget Planner
Estimate income and expenses for property investments over a financial period.

Property Information
Property Name:	{propertyName}
Property Address:	{propertyAddress}
Investment Period:	{investmentPeriod}
Owner:	{ownerName}

Income Sources
Type	Monthly Amount
{#incomeSources.type}	{#incomeSources.monthlyAmount}

Expense Items
Type	Monthly Cost
{#expenses.type}	{#expenses.monthlyCost}

Totals
Total Monthly Income:	=SUM(incomeSources[Monthly Amount])
Total Monthly Expenses:	=SUM(expenses[Monthly Cost])
Net Monthly Profit:	=SUM(incomeSources[Monthly Amount]) - SUM(expenses[Monthly Cost])
Annual Profit Estimate:	=12 * (SUM(incomeSources[Monthly Amount]) - SUM(expenses[Monthly Cost]))

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Download the Property Budget Planner template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

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