Excel Model: Real Estate Bookkeeping

タイトル： Real Estate Bookkeeping

 説明：

 

This spreadsheet is designed to manage and track the financial transactions related to real estate properties. It includes sections for property information, income, expenses, and a summary of the financial performance of each property.

 

  • Property Information: Enter details about each property, including property code, name, and address.
  • カテゴリー： Defines various categories of transactions such as rental income, mortgage payment, property taxes, insurance premiums, repairs and maintenance, utilities, property management fees, advertising/marketing, legal and professional fees, and other expenses.
  • Real Estate Bookkeeping: Record detailed transactions for each property, including transaction date, property code, property name, category, amount, charge type (income or expenses), and net income.

アドバイス/ヒント:
  • Property Information:
    • Ensure all property details are entered accurately.

  • カテゴリー：
    • Use the predefined categories for consistent tracking of transactions.

  • Real Estate Bookkeeping:
    • Record each transaction accurately to maintain precise financial records.
    • Regularly update the transactions to reflect the current financial status of each property.

ソース： カスタム計算機

次のアイコンをクリックすると、新しいタブで完全なワークブック ビューアーが開き、簡単に編集して保存できるようになります。

次のアイコンをクリックするとスプレッドシートがダウンロードされ、編集内容とともにファイルをコンピューターに保存できます。

計算機の使用例:

スプレッドシートの使用の詳細な例: ユーザーが完了するタスク:

 

  1. Property Information Section:
    • Enter the details for each property, including property code, name, and address.
      • Example values: Property Code – PPC-001, Property Name – Park Place Apartments, Address – 123 Main St, City, State.

  2. カテゴリー：
    • Use predefined categories to classify transactions.
      • Example values: Rental Income, Mortgage Payment, Property Taxes.

  3. Real Estate Bookkeeping:
    • Record transactions for each property, including transaction date, property code, property name, category, amount, and charge type.
      • 例の値:
        • Transaction Date: 06-01-50
        • Property Code: PPC-001
        • Property Name: Park Place Apartments
        • Category: Rental Income
        • Amount: $5,000
        • Charge Type: Income
        • Net Income: $5,000

インタラクティブ計算機が便利な理由:

This spreadsheet consolidates all financial transactions related to real estate properties in one place, making it easier to monitor and analyze the financial performance of each property. By providing a clear view of income, expenses, and net income, it helps users make informed decisions to optimize property management and financial strategies.

ソース： カスタムスプレッドシート

結論：

 The Real Estate Bookkeeping spreadsheet is an essential tool for managing and understanding the financial transactions related to real estate properties. By providing a detailed and organized approach to recording and analyzing property data, it helps users achieve financial stability and make informed decisions about their property management strategy. Regular updates and reviews ensure that the property management strategy remains aligned with financial goals and operational requirements.

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