Financial & Property Templates

Ready-to-use templates, spreadsheets, and checklists to help you manage your finances and property journey.

Budget Planner Spreadsheet

ExcelbudgetingPremium

A comprehensive Excel spreadsheet to track income, expenses, and savings goals. Includes automatic calculations and visualizations.

First Home Deposit Planner

ExcelpropertyPremium

Track your progress towards saving for a home deposit with this interactive spreadsheet. Set targets, track progress, and plan your timeline.

Mortgage Affordability Checklist

PDFpropertyPremium

Ensure you've considered all factors before applying for a mortgage with this detailed checklist. Covers income requirements, deposit, and more.

Sample Solicitor Instruction Letter

WordlegalPremium

Template for instructing a solicitor for property purchase. Customizable document with all essential information that solicitors require.

Home Buying Timeline Planner

ExcelpropertyPremium

Map out your home buying journey with this timeline spreadsheet. Track progress, set reminders, and manage key milestones.

Income Tax Planning Worksheet

ExcelfinancePremium

Plan your income tax for the year with this comprehensive worksheet. Accounts for different income sources, allowances, and deductions.

Household Expenses Tracker

ExcelbudgetingPremium

Keep track of all household expenses with this detailed tracker. Categories for utilities, groceries, entertainment, and more.

Mortgage Deal Comparison Tool

ExcelpropertyPremium

Compare different mortgage offers side by side. Analyze rates, fees, and total costs to make an informed decision.

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