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Up to now we've been using an Excel spreadsheet to record our property finances, but that doesn't remind us about Gas Safe due dates, rent due dates etc. - though we've got it working quite well from a tax return POV. I'm looking at the landlord software that's available online - particularly Property Hawk (which I was already vaguely aware of before seeing the BTL petition) and Smart Property Manager, as they're both free (only for up to 10 properties in SPM's case, but it'll take us a while to get to that level). I note that PH is beta-ing Version 3 at the moment.
Has anyone tried either/both of these, and if so, what do you think of them? Are there any other packages you'd recommend - again, preferably free or at minimal cost? These two are cloud-based but it doesn't necessarily have to be.
I suppose that by self-managing the two properties that we currently let through an agent we'll be saving around £150/month so a small monthly subscription wouldn't break the bank if it's really worth it. I just hate paying for something when it can be had (legitimately) for free - must be the Scottish upbringing!
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Hi Lynne,Yulpa.com is the software Nick and I developed to deal with all the aspects you mention and a lot more. There is even a free iPhone app that does auto due diligence on any property you are considering buying. :)There is a freemium version for one property and then it starts from £9.99 per month for 5 properties.
D'oh - of course I've seen plenty of mention of Yulpa on here, so it should have been at the forefront of my mind! Will certainly take a look at the Freemium version.
Unfortunately, though, I don't have an iPhone - or indeed any kind of web access on my phone package - so I can't make use of the DD app.
Vanessa, the listing I found was here - might be worth you adding a comment drawing the author's attention to Yulpa.
Still interested to hear what others have to say about the freeware though! (And if anyone who's used Yulpa - especially in comparison - would like to give me some feedback, either here or in PM form, then that would be great too.)
Lynne, I tried 'LiquidPlanner' on a free trial basis a couple of months ago, and found it marvellous. It is a scheduling programme (not financial) but very flexible. 'Tis not free, though - in fact it's quite pricey (pay monthly). You can connect a spreadsheet to it (and vice versa). You can also import & export to other planning programmes (like MS 'Project' for example; and MS 'Outlook').I don't use it now, because I needed to be sponsored to make use of it when assisting someone else to run their business - and he didn't. However, I have only good words to say about the programme. It has many distinguishing features - the most outstanding being that you can use it to make a hazy plan of action, which you can easily come back to and make more precise later. It ends up being a sort of 'desk diary' of ongoing projects, commitments, responsiblities, etc; and a tracking tool for what others are supposed to be doing. You can also accumulate files of all sorts into one package (say - to do with one particular house, by way of example) so that you don't have to keep chasing round for relevant bits of stray information (emails, for example; or photos; or .pdf files.....) that you know you had 'somewhere'.I don't have an axe to grind with 'LiquidPlanner', but if you want a peep at what it says for itself, you could try any of the links on their website:https://www.liquidplanner.com/I like this one:https://www.liquidplanner.com/video-organizing/Brian Heath
07 42 777 88 79 Property researcher & collaborative sourcing assistant - consultancy & mentorship at times, by request First Finders (residential & commercial land & property: UK, & abroad) Wessex Property Management Services (facilitation & advisory service for property owners) Golden Gate Gardens (specialist garden and landscape design service)
LynneHave you tried google diary.Once you put a rent entry in it will take it forward to each monthOnce you put a gas cert in select annual date.Then every month print off the month in question and the data will be shown on each day.
Very easy to use, online and scaleable charges.
We use our own tailored version of this.
The also allow you to use a trial account to play around. It is very user friendly.
if you are only worried about reminders why not use Microsoft outlook , which does this and many other functions.
Also if properties are in a similar location and you use the same gas guy why not get all certificates done at the same time
- easier admin and hopefully lower cost per certificate for economies of scale.
Ket-Data, Not cheap but you get what you pay for.
I got fed up of looking for something good, so I deigned my own. I'm a Mac user and bought a simple database package called Bento for $49 (buy online). I then spent 2 months designing a really cool template that allows you to attach everything to each property, such as files, insurance policies, gas saftey certs, leases etc and also related emails and even pictures. There are also standard templates that allow you to track bills etc and reminds you of upcoming due dates etc. You can also scan in all bills and see everything at a glance.
I'm thinking about selling my template for about 99 pounds. It's a little hard to read on this screenshot, but there are lots of tabs to take you to different screens and you can link to your address book and iCal calendar and events too.