Tools and Templates
Here you can find your easy property investment tools, such as budget template worksheet, rental property statement worksheets, Finance overview, and several other helpful forms that are all downloadable for your convenience. These are all very handy property investment tools that can be utilized when determining if a potential property will have a good capital gain.
Budget Template
This Excel spreadsheet contains the Basic Budget: Actual Daily template drafted by Property Friends.
Basic Budget: Actual Daily
This Excel spreadsheet contains the Finance Overview drafted by Property Friends.
Finance Overview Template
This Excel spreadsheet contains the Rental Property Statement worksheet courtesy of Think Accountants.
Rental Property Statement
This Excel spreadsheet contains the Inter-Trust Loan Summary documents drafted by Property Friends.
Inter-Trust Loans Summary
This Excel spreadsheet contains the Champion Team Membership document drafted by Property Friends.
The Champion Team Membership
Net Worth spreadsheet
Your personal Balance Sheet. This tool calculates your true net worth—giving you a clear snapshot of your financial position at a glance.
Daily Expense Tracker
A simple tool to track where your money really goes. I use it every six months for a month—to check if my spending aligns with what I truly value.
Bill Gates's Life & Money Rules
A short, thought-provoking list inspired by Bill Gates—simple truths about success, money, and mindset. It’s a quick, nice-to-read reminder of what really matters when building wealth and living with purpose.
Cashflow & P&L Spreadsheet
A clear, at-a-glance view of your income, expenses, and overall financial performance. This tool helps you track profits, manage cashflow, and make smarter financial decisions—fast.
