BudgetMachine V2

Build Budget

Actual / BudgetiYardi - set a time range, select Active Properties, then Combine into one Excel sheet using the atlas_cf export. Save as .xlsx and upload here. (Same file used by the Accounting Audit tab.)

Drop .xlsx here

Rent ProjectioniGenerate from Yardi 7. Set the month range to start at the beginning of the new year. Export as .xlsx.

Drop .xlsx here

Tenancy ScheduleiGenerate the Tenancy Schedule One report in Yardi. Export as .xlsx.

Drop .xlsx here

Rules VersioniThis is your Rules_Library.xlsx workbook or a safe Rules Copy. It is not a Yardi export. It controls loan, asset management, property management, and summary rules.

Drop .xlsx here

Validate All Build One Build All

Property

Output Folder - paste folder path here iWhere the generated workbooks and logs are saved. Paste a folder path here or click Browse to pick any folder on your computer.

Performance Report

Creates one workbook that ranks the highest and lowest performing properties, shows highest and lowest NOI valuations, and includes a Chart Controls sheet where you can change graph inputs after the report opens in Excel.

NOI Valuation Cap Rate

Starting...

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