
Annual Report
Docs + Word6 pages
Free
This template works out the monthly payment on a mortgage from the home price, the deposit, the interest rate and the term. The Home tab holds one row per property, so you can compare offers side by side.
The Monthly tab lists your take-home pay and regular costs, and the Dashboard shows what share of your pay the mortgage would take. The Years tab breaks the loan down year by year, with the balance left and the interest paid in each year.
It comes with sample data. Make a copy, then replace the sample figures with your own. Formulas and charts update on their own.
Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.
Start on the Home tab: replace the sample rows with your own.
Keep the formula columns as they are; they fill in as you type.
Read the How to use tab for tips. For Excel, download the .xlsx file instead.
Yes. Download the template and use it in Google Sheets or Excel at no cost.
Yes. Download the .xlsx file to open it in Excel. The formulas and charts work in both Excel and Google Sheets.
No. The figure is the principal and interest only. Add property tax, home insurance and any fees to your budget separately.

Docs + Word6 pages
Free
Excel
Free
Sheets + Excel4 slides
Free