One-off spreadsheet bundle
Holiday Let Deal Calculator + Setup Budget Tracker
A one-off spreadsheet bundle for buyers who want to assess a serious holiday-let deal, understand setup costs before committing, and keep a clearer purchase analysis record.
Includes deal analysis, setup budget tracking, cashflow forecast, break-even estimate and ROI assumptions.
This is not financial, mortgage, tax, investment, legal, valuation or planning advice. Always check figures independently and take professional advice before buying.
Results depend on the assumptions you enter. Small changes in occupancy, rates, finance costs and setup costs can materially change the outcome.
Included with Pro
Your Pro access includes the spreadsheet bundle.
Open Pro resources for the latest tracker, spreadsheet bundle, version notes and download instructions while your subscription is active.
Who this is for
For one property that deserves a deeper model.
Use the spreadsheet when the free calculator suggests a property might be viable and you need a more structured purchase cost, finance, setup and cashflow model before you move forward.
You have a listing, brochure or agent income estimate to test.
You want to compare interest-only and repayment mortgage assumptions.
You need to understand setup budget, break-even occupancy and sensitivity risk.
You want a saved workbook for your own notes before making an offer.
What this does not do
It does not tell you to buy.
The bundle does not provide a valuation, mortgage recommendation, tax answer, planning view, legal review, income guarantee or investment advice. It helps organise assumptions so you can challenge them.
This is not financial, mortgage, tax, investment, legal, valuation or planning advice. Always check figures independently and take professional advice before buying.
What you get
Specific checks built around holiday-let buying decisions.
Deal analysis
Compare asking price, deposit, finance, income assumptions, running costs and net cashflow.
Purchase cost calculator
Include stamp duty, legal costs, broker fees, surveys, setup spend and total cash required.
Mortgage and finance inputs
Test interest-only and repayment assumptions and see the effect on annual cashflow.
Stamp duty/legal/setup assumptions
Keep purchase assumptions visible so the deal is not judged on headline price alone.
Setup budget tracker
Track guest-ready setup, refurbishment, furniture, launch stock and contingency.
Furniture and refurbishment budget
Record room-level furnishing and improvement costs before they swallow the return.
Monthly cashflow forecast
Estimate gross revenue, OTA fees, management fees, cleaning, utilities and finance costs.
Break-even estimate
Estimate the occupancy or revenue needed before the property covers operating and finance costs.
ROI estimate
View yield, cash invested and cash-on-cash return using your own assumptions.
Sensitivity table
See how the deal changes if rates rise, occupancy falls, nightly rates soften or setup costs increase.
Assumption record
Keep a practical record of comparable evidence, agent claims and next checks.
Decision checklist
Keep restrictions, finance, insurance, planning, management and evidence checks organised.
Workbook view
See what the spreadsheet helps you organise.
These workbook cards show the main areas to review before you view, offer or walk away from a property.
Sample output
What the report helps you decide
- Can the deal cover debt?
- NOI, mortgage cost and post-debt cashflow
- How fragile is the offer price?
- Break-even occupancy and max-offer guide
- What needs verifying?
- Restrictions, comparable evidence and cost gaps
- What changes the outcome?
- Interest rate, deposit, occupancy and setup cost sensitivity
Use it after the free screen
Keep a proper decision record before spending more money.
The free checker is useful for fast screening. The paid bundle is for serious properties where you want a clearer workbook, a saved assumption trail and a more structured view of downside risk.
Free calculator vs spreadsheet bundle vs Pro.
Use the free calculator to screen quickly. Use the spreadsheet bundle when one deal needs a fuller workbook. Use Pro when you want monthly income, expense, KPI and accounting-ready tracking after launch.
Results depend on the assumptions you enter. Small changes in occupancy, rates, finance costs and setup costs can materially change the outcome.
| Feature | Free calculator | Spreadsheet bundle £39 one-off |
Pro tracker £29/mo or £249/yr |
|---|---|---|---|
| Best for | Quick deal screening | One serious purchase model | Best for serious investors |
| Deal analysis | Basic estimate | Detailed workbook | Included, repeat use |
| Setup budget tracker | Basic setup input | Included | Advanced setup tracking |
| Furnishing planner | No | Separate £19 add-on | Included while active |
| Income tracking | No | Forecast only | Monthly income tracker |
| Expense tracking | No | Forecast only | Cleaning, fees, utilities, maintenance, finance and management costs |
| Monthly P&L | No | No | Included |
| KPI dashboard | No | Core deal metrics | Occupancy, ADR, RevPAR, gross and net revenue |
| Annual summary | No | No | Included |
| Accountant export | No | No | Accounting-ready export tab |
| Updates included | Free page updates | Version bought | Future updates while subscribed |
| Multi-property support | Manual scenarios | One workbook per property | Supported where practical |
| Support level | Email follow-up | Download support | Subscriber support route |
FAQs
Common questions
What is included in the spreadsheet bundle?
The bundle includes deal analysis, purchase cost calculator, mortgage and finance inputs, stamp duty/legal/setup assumptions, setup budget tracker, furniture and refurbishment budget, monthly cashflow forecast, break-even estimate and ROI estimate.
Does it work with Excel and Google Sheets?
The workbook is spreadsheet-based and designed for practical investor modelling. Check the delivered product notes for the current Excel and Google Sheets compatibility details before relying on formulas.
Is this financial advice?
No. It is an educational modelling tool. It helps organise assumptions and calculations, but it does not provide financial, mortgage, tax, legal, valuation or investment advice.
How are downloads delivered?
When WooCommerce downloadable products are configured, downloads should be delivered through the order email and the customer account downloads area. If an external payment link is used, the receipt/support process should provide access.