Excel Model: Real Estate Bookkeeping

标题： Real Estate Bookkeeping

 描述：

 

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.
  • 类别： 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.

建议/提示：
  • Property Information:
    • Ensure all property details are entered accurately.

  • 类别：
    • 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.

来源： 自定义计算器

单击以下图标可在新选项卡中打开完整的工作簿查看器，让您轻松编辑和保存。

单击以下图标下载电子表格，您可以将文件与编辑内容一起保存在计算机上。

使用计算器的示例：

使用电子表格的详细示例： 用户需要完成的任务：

 

  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. 类别：
    • 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.
      • 示例值：
        • 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

交互式计算器为何有用：

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.

来源： 自定义电子表格

结论：

 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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