Record Keeping

From: Rixter ®


How do others keep all the paper records for the Ip's in their portfolio? Do you have a file for each Ip with different sections divided within the file? If so what are the various sections names you divide it up into?

At tax time do you lug all your files to the accountant or run off a printout of all your incomings/outgoings and present them instead?

Happy Investing,
Rixter :)
 
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Reply: 1
From: Dale Gatherum-Goss


Hi Rixter

I keep both a lever arch file with all my information - one for each IP - and, a computerised accounting file which shows all the transactions.

I prefer to see clients bring in a summary of their expenses and income rather than a box of papers and I've heard most accountants feel the same way. No all though.

I recommend "Investment Tracker" software that the Freestylers sell for abt $99. It is excellent and should make your tax returns easier if you use it properly.

Good luck

Dale
 
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Reply: 1.1
From: Lucinda Hudson


Hi

I use Property Manager Pro - while it does have some limitations (is quite basic), it is easy to use and makes life easier.

I used to keep it all on paper but this makes it so much simpler to get hold of the info that you require quickly. It also has quite a few reports with it. Costs about $80

Lucinda
 
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Reply: 1.1.1
From: Mark Brokenshire


Hi Where do you get these programs from.
 
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Reply: 1.1.1.2.1
From: Khurram Saeed


so which one is better? The freestyler program or the property investor one?
Khurram
 
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Reply: 1.1.1.2.1.1
From: Dale Gatherum-Goss


Hi

Like most things with investing, there is no "better" . . . the software is similar and will look and feel a little differently to each user. Each user, depending upon their expectations, background and expertise, will prefer one over the other.

I would suggest that you look at an evaluation copy of each and see which you prefer.

Have fun

Dale
 
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W

WebBoard

Guest
Reply: 1.1.1.2.1.1.1
From: Andrew S


Where can I get an evaluation copy of the freestylers program? I've searched their web site and could only find where to buy it.
Regards,

Mr Jolly

- "Don't look at things and ask why, look at things and ask why not"
 
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Reply: 1.1.1.2.1.1.1.1
From: Dale Gatherum-Goss


Hi

I emailed them and asked for an evaluation copy. Abt 3 days later, a copy arrived in the mail.

Duncan. You there? Can you do something with this idea please?

Thanks and good luck Mr Jolly

Dale
 
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Reply: 1.1.1.2.1.1.1.1.1
From: Duncan M


This message is in MIME format. Since your mail reader does not understand
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There will be an eval on the Freestyler site shortly.. in the meantime,
please feel free to email me at duncan@otter-software.com.au and I'll email
one back.

Regards,

Duncan.

-----Original Message-----
From: propertyforum Listmanager
[mailto:listmanager@bne003w.webcentral.com.au]
Sent: None
Subject: Record Keeping


From: "Dale Gatherum-Goss" <dale@gatherumgoss.com>

Hi

I emailed them and asked for an evaluation copy. Abt 3 days later, a copy
arrived in the mail.

Duncan. You there? Can you do something with this idea please?

Thanks and good luck Mr Jolly

Dale



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<TITLE>RE: Record Keeping</TITLE>



There will be an eval on the Freestyler site =shortly.. in the meantime, please feel free to email me at =duncan@otter-software.com.au and I'll email one back.

Regards,


Duncan.


-----Original Message-----
From: propertyforum Listmanager
[mailto:listmanager=@bne003w.webcentral.com.au]
Sent: None
Subject: Record Keeping



From: "Dale Gatherum-Goss" =<dale@gatherumgoss.com>


Hi


I emailed them and asked for an evaluation =copy. Abt 3 days later, a copy arrived in the mail.


Duncan. You there? Can you do something =with this idea please?


Thanks and good luck Mr Jolly


Dale




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To start a new topic: mailto:propertyf=orum@bne003w.webcentral.com.au
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Sim

Administrator
Reply: 1.1.1.2.1.1.1.1.1.1
From: Sim' Hampel


Dunc, can you tell us how the trial version works ? Is it time bombed ? Is it crippleware ? Is it nagware ?

Thanks.

 
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Reply: 1.1.1.2.1.1.1.1.1.1.1
From: Duncan M


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30 Day Trial, Sim. So, Time Limited (or Bombed as you suggest)..


Regards,

Duncan.

> -----Original Message-----
> From: propertyforum Listmanager
> [mailto:listmanager@bne003w.webcentral.com.au]
> Sent: None
> Subject: RE: Record Keeping
>
>
> From: "Sim' Hampel" <sim@hampel.com.au>
>
> Dunc, can you tell us how the trial version works ? Is it
> time bombed ? Is it crippleware ? Is it nagware ?
>
> Thanks.
>
>
ALT="Sim'">
>
>
> To reply: mailto:propertyforum.47919@bne003w.webcentral.com.au
> To start a new topic: mailto:propertyforum@bne003w.webcentral.com.au
> To login: http://bne003w.webcentral.com.au:80/~wb013
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 3.2//EN">




<TITLE>RE: Record Keeping</TITLE>



30 Day Trial, Sim. So, Time Limited (or Bombed as you =suggest)..



Regards,


Duncan.


> -----Original Message-----
> From: propertyforum Listmanager
> [mailto:listmanager=@bne003w.webcentral.com.au]
> Sent: None
> Subject: RE: Record Keeping
>
>
> From: "Sim' Hampel" =<sim@hampel.com.au>
>
> Dunc, can you tell us how the trial version =works ? Is it
> time bombed ? Is it crippleware ? Is it nagware =?
>
> Thanks.
>
> <IMG
> SRC="http://users.bigpond.net.au/sim/personal/images/sim.gi=f"
> ALT="Sim'">
>
>
> To reply: mailto:pro=pertyforum.47919@bne003w.webcentral.com.au
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