How to Create a Finance Report PDF with PropertyCard

How to Create a Finance Report PDF with PropertyCard

Creating a comprehensive finance report for your real estate investments is crucial for making informed decisions and showcasing the financial health of your properties. PropertyCard simplifies this process with intuitive tools that allow you to enter and analyze key financial data efficiently. Here’s a step-by-step guide on how to create a finance report PDF using PropertyCard:

Step 1: Getting Started

1. Download PropertyCard: Start by downloading PropertyCard from the App Store or Google Play Store and install it on your mobile device.
2. Launch PropertyCard: Open the app and navigate to the finance report section.

Step 2: Entering Asset Details

1. Asset Section:
   • Valuation: Enter the current market value of the property.
   • Purchase Price: Input the original purchase price of the property.
   • Mortgage Initial and Current: Enter details of any initial mortgage and current outstanding mortgage amount.
   • Stamp Duty: Input the stamp duty paid during the purchase.
   • Refurbishments: Enter costs incurred for any refurbishments or improvements made to the property.
2. Cashflows Section:
   • Rent Income/Cost: Input the monthly rental income or cost associated with the property.
   • Amortization: Enter any loan amortization details.
   • Management Fees: Input fees paid to property management services.
   • Maintenance: Enter costs for property maintenance and repairs.
   • Depreciation and Tax Deductibles: Include depreciation and any other tax-deductible expenses related to the property.

Step 3: Calculating Financial Metrics

1. Totals and Calculators:
   • PropertyCard automatically calculates essential financial metrics such as:
     • Investment: Total investment in the property.
     • Equity: Current equity in the property.
     • Profit: Net profit from the investment.
     • ROI (Return on Investment): Percentage return on the initial investment.
     • Cashflow Per Month and Year: Net cash flow generated monthly and annually.
     • Yield: Annual rental income as a percentage of the property’s value.

Step 4: Generating the PDF Report

1. Review and Validate Data: Double-check all entered data for accuracy and completeness.
2. Generate PDF Report:
   • Tap on the option to generate a PDF report within PropertyCard.
   • Customize the report layout if necessary, adding headers, footers, or branding elements.
3. Save and Share:
   • Save the generated PDF report to your device or cloud storage.
   • Share the report directly with clients, investors, or colleagues via email or messaging apps.

Step 5: Review and Update as Needed

1. Periodic Review: Regularly update your finance reports as financial data changes (e.g., rental income adjustments, property value changes).
2. Utilize Insights: Use the insights gained from these reports to make informed decisions about your real estate investments, optimize cash flow, and maximize ROI.

By following these steps, you can leverage PropertyCard to create detailed and professional finance reports that effectively communicate the financial performance and potential of your real estate investments. Streamline your workflow, enhance accuracy, and present your properties in the best possible light with PropertyCard’s powerful PDF creation capabilities.