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Property Portfolio Dashboard

For landlords – value, equity, yields, cash flow, interest cover, tax and compliance dates for every property, personal or company owned

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

Property Portfolio Dashboard

Overview

Landlords with more than a couple of properties need to see the whole portfolio – which properties earn their keep, how much equity is tied up, which mortgages are coming off fixed rates and which safety checks are due. This workbook puts it on one page.

Price
£20
Who it’s for
Property
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Properties

Every property with value, mortgage, rent, costs and certificates. What you do: one row per property.

Properties
Settings

Step 2

Settings

Your details and tax assumptions. What you do: fill in once.

Step 3

Guide

How each figure is worked out. What you do: read when you start.

Guide

Step 4

Who it is for

Made for people like you

  • Example – text
  • Landlords with several properties – See the whole portfolio on one page.
  • Landlords planning to remortgage or sell – Know equity and interest cover for each property.
  • Property accountants – A clear summary for clients and lenders.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Portfolio name, today's date and your tax rates.
  2. Properties – One row per property – the mortgage figures from your latest statement, current rent and yearly costs, and the dates on your certificates.
  3. Dashboard – Update the report date and values from time to time.

Key features

  • Every property on one row: value, mortgage, rent, costs and key dates – personal and company owned together.
  • Works out yields, profit, cash flow after mortgage payments, equity, loan to value, return on equity, interest cover with a rate-rise test, and an estimate of tax.
  • Flags gas safety and electrical checks, fixed rates and tenancies ending soon, and low EPC ratings.

What’s included

  • Dashboard – Portfolio at a glance
  • Properties – One row per property
  • Settings – Report date, tax and lender tests
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

Explore the range

Need it tailored to your business?

We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.

Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

Visit AML Accountancy Solutions