Business & selling
House Buying Planner Spreadsheet | Mortgage, Affordability, Property Comparison, Conveyancing & Costs | Excel Google Sheets
Buying a home can mean managing properties, lender figures, deadlines, legal documents, surveys and large costs at the same time._x000d_ This all-in-one workbook lets you compare properties, test affo…
Buying a home can mean managing properties, lender figures, deadlines, legal documents, surveys and large costs at the same time._x000d_
This all-in-one workbook lets you compare properties, test affordability assumptions, compare mortgage products, track offers and monitor the legal process._x000d_
The live Dashboard displays 12 headline measures and three charts covering completed stages, costs excluding the deposit and calculated viewing scores._x000d_
Property viewing scores calculate automatically from the scorecard, reducing duplicated manual entry._x000d_
The regional tax-planning estimator covers main and additional-property cases for England and Northern Ireland, Wales and Scotland, with clear limitations and official links._x000d_
Formula cells are protected, customer-entry cells remain editable, strict dropdowns reduce broken Dashboard counts and the main trackers are prepared through row 200._x000d_
The file is supplied in Microsoft Excel format and can also be uploaded to Google Sheets._x000d_
Included tabs_x000d_
• Start Here_x000d_
• Dashboard_x000d_
• Affordability_x000d_
• Mortgage Compare_x000d_
• Property Shortlist_x000d_
• Viewing Scorecard_x000d_
• Offer Tracker_x000d_
• Purchase Timeline_x000d_
• Conveyancing_x000d_
• Searches & Surveys_x000d_
• Buying Costs_x000d_
• Deposit Savings_x000d_
• Property Tax_x000d_
• Documents & Contacts_x000d_
• Completion_x000d_
• Sources_x000d_
Key features_x000d_
• 12 live Dashboard measures and three charts._x000d_
• Deposit, LTV, adjusted borrowing guide and repayment planning._x000d_
• Mortgage rate, fee and cashback comparison._x000d_
• Property shortlist linked to viewing scores._x000d_
• Offer and negotiation tracker._x000d_
• Conveyancing, search and survey tracking._x000d_
• Estimated, actual and remaining buying costs._x000d_
• Deposit-savings projection and gap tracking._x000d_
• UK main and higher-rate property-tax planning estimates._x000d_
• A4 print settings, strict dropdowns and protected formulas._x000d_
• Georgia and Arial fonts for Excel and Google Sheets._x000d_
Files included_x000d_
• House Buying & Mortgage Command Centre workbook (.xlsx)._x000d_
• Customer guide (.pdf and .docx).
Important information_x000d_
• Digital product only. No physical item will be posted._x000d_
• This is not financial, mortgage, tax, legal or surveying advice._x000d_
• Tax and mortgage results are illustrative and must be professionally verified._x000d_
• Google Sheets may position charts slightly differently after conversion.
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