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How to Master your Cashflow Projection with Google Sheets
In this episode, Nick Baldo discusses how to leverage technology for real estate investment. He covers topics such as using Google Sheets for cash flow projection, utilizing builder trend for invoice management, and tracking expenses with pivot tables. He also introduces the new course, Baldo Book Academy.
Tracking Rehab Expenses in Quickbooks Online: https://www.youtube.com/playlist?list=PL89qBCL2vU2uG03qnF_SPUw_NX7ZtauNQ
Forecast and analyze your cashflow with this simple but powerful Cashflow Forecast template. Download the free template here: https://www.incomedigs.com/cashflowtemplate
Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse (Enter Code YOUTUBE50 for $50 off!)
Join the Waitlist for Builder Books Academy: https://www.incomedigs.com/bba-wait-list
Enroll to Super VA: https://www.incomedigs.com/sva
(0:00) Introduction and overview of the episode
(2:23) Using data validation and lists in Google Sheets for cash flow projection
(6:03) Leveraging builder trend for invoice and purchase order data
(8:08) Adding sample data and using filtered totals in Google Sheets
(13:01) Monthly template for regular expenses and ledger tracking
(15:11) Using pivot tables and slicers in expense tracking
(19:03) Calculating gross and net profit using pivot tables
(21:11) Efficient data filtering with slicers
(23:20) Ledger's role in creating dynamic dashboards
(24:26) Introduction to the new course: Baldo Book Academy
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By Nick BaldoIn this episode, Nick Baldo discusses how to leverage technology for real estate investment. He covers topics such as using Google Sheets for cash flow projection, utilizing builder trend for invoice management, and tracking expenses with pivot tables. He also introduces the new course, Baldo Book Academy.
Tracking Rehab Expenses in Quickbooks Online: https://www.youtube.com/playlist?list=PL89qBCL2vU2uG03qnF_SPUw_NX7ZtauNQ
Forecast and analyze your cashflow with this simple but powerful Cashflow Forecast template. Download the free template here: https://www.incomedigs.com/cashflowtemplate
Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse (Enter Code YOUTUBE50 for $50 off!)
Join the Waitlist for Builder Books Academy: https://www.incomedigs.com/bba-wait-list
Enroll to Super VA: https://www.incomedigs.com/sva
(0:00) Introduction and overview of the episode
(2:23) Using data validation and lists in Google Sheets for cash flow projection
(6:03) Leveraging builder trend for invoice and purchase order data
(8:08) Adding sample data and using filtered totals in Google Sheets
(13:01) Monthly template for regular expenses and ledger tracking
(15:11) Using pivot tables and slicers in expense tracking
(19:03) Calculating gross and net profit using pivot tables
(21:11) Efficient data filtering with slicers
(23:20) Ledger's role in creating dynamic dashboards
(24:26) Introduction to the new course: Baldo Book Academy