Settlement statements

What's this all about?

I have created Excel 3 spreadsheets on my Macintosh to calculate the settlement (or completion) figures when buying or selling a house. I have a few different versions depending upon whether the sale is of a house, rural property, business or strata unit and depending upon whether the rates are paid or unpaid. I've shown below what the settlement statement,with the rates adjusted as paid, looks like.

You can download this spreadsheet or if you email me. I'll send it to you as an attachment to an email.

The document you receive will not be compressed. I'm not sure how you will go using it in Excel for Windows. Excel may be able to translate it.

If you would like a different version of the spreadsheet you have a few choices. You need to have the settlement statement for rates paid even if you want to use another spreadsheet. The dates in the look up tables of the other spreadsheets are linked to the dates in the rates paid spreadsheet.

I hope that you find these spreadsheets useful. Have fun! Let me know if you encounter any problems.

The information I have provided here is intended only as a guide and should not be relied on as a substitute for detailed professional advice. As you might have gathered,settlement calculations can be a little bit tricky.These spreadsheets have been prepared for use in N.S.W., Australia.

Another example of the use of spreadsheets is for estimating the costs and charges of a sale or purchase.