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Passive investing spreadsheet

  • Mon, May 03, 2021 4:05 PM
    Reply # 10437671 on 10364426

    Thanks Christian!  I haven't used quicken before -- sounds like I should look into it.  If you have a referral code, feel free to send it my way!

  • Sat, May 01, 2021 12:50 PM
    Reply # 10421210 on 10364426
    Christian Szpilfogel (Administrator)

    Hi Jessica,

    Depending on what kinds of passive investments you are managing, I have been using Quicken for things like stocks, bonds, private mortgages, etc. All my real estate is in QBO (Quick Books).

    I also have an excel based annual operating plan that uses QBO output to calculate asset values and forecast cashflow. That sheet also has a debt table that shows the mortgage amount, plan limits, property lien and where the debt is allocated. Hence it also calculates my net worth. It is useful to me but likely too complicated for others.

    If quicken doesn't work for you then you may be looking at a custom spreadsheet.

  • Mon, April 26, 2021 7:50 PM
    Message # 10364426

    Does anyone have a spreadsheet they use to track passive investments?  I have a detailed spreadsheet template for rental units, but I'm thinking a simpler sheet would be more appropriate to track passive investments.  Would anyone have a template they are willing to share?  Thanks!

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