Leasehold costs arrive unannounced and disappear into a drawer. Log them here.
THE LEASE
• Property or flat, and managing agent
• Ground rent review date
• Lease years remaining
THE PAYMENT LOG — one row per demand
• Due date and the period it covers
• Type — service charge, ground rent, or major works
• Amount
• Status — paid, due, overdue or in dispute
• Notes
THE DASHBOARD SHOWS
• Total demanded across every row
• Paid so far
• Outstanding — due and overdue
• Overdue only
• Anything in dispute
• Split by type: service charges, ground rent, major works
• Monthly set-aside — the total divided by 12
That last figure is the useful one. Major works demands don't arrive
gradually; setting money aside monthly is the only thing that softens them.
Lease years remaining matters too. Below 80 years, extending gets sharply
more expensive.
Excel (.xlsx). Works in Microsoft Excel and Google Sheets. Instant download.
Educational tool only. Not financial or legal advice. Correct as of July 2026.
Leasehold costs arrive unannounced and disappear into a drawer. Log them here.
THE LEASE
• Property or flat, and managing agent
• Ground rent review date
• Lease years remaining
THE PAYMENT LOG — one row per demand
• Due date and the period it covers
• Type — service charge, ground rent, or major works
• Amount
• Status — paid, due, overdue or in dispute
• Notes
THE DASHBOARD SHOWS
• Total demanded across every row
• Paid so far
• Outstanding — due and overdue
• Overdue only
• Anything in dispute
• Split by type: service charges, ground rent, major works
• Monthly set-aside — the total divided by 12
That last figure is the useful one. Major works demands don't arrive
gradually; setting money aside monthly is the only thing that softens them.
Lease years remaining matters too. Below 80 years, extending gets sharply
more expensive.
Excel (.xlsx). Works in Microsoft Excel and Google Sheets. Instant download.
Educational tool only. Not financial or legal advice. Correct as of July 2026.
