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Free rent receipt template excel for Building services

hello this is randy with excel for  freelancers and welcome to the rental   property manager in this exclusive training  i'm going to show you how to create your own   property manager complete with properties and   buildings tenants and units income and expenses  alerts and reminders and of course an incredible   single click dashboard it's going to be an  amazing training i cannot wait let's get started okay thank you so much for joining me i  really appreciate you giving us a shot here   if you do like these trainings i urge you just  to click on the subscription button below and   don't forget that notification icon bill that  will ensure that you get these trainings each   and every tuesday i do bring these we're going to  be creating this application from scratch from an   absolute nothing workbook you're going to see  every single step every misspelling every bug   every shape every format every line of code i'm  gonna go step by step with you we're gonna create   this incredible property management application  complete with the additional adding properties   adding tenants complete with the dashboard a  single click dashboard we've got a lot to cover   on that an income and expense we'll be able to  track both of those and have alerts and reminders   automatically within this application you're  going to learn every single step it's probably   going to be two-parter because we have a lot to  cover there's a lot to cover and i don't want to   rush to it i want to take you through every step  so that you can follow along you can create your   own applications whether it is a rental property  manager like this or any type of application   that you can sell on the market or for individual  companies i want to share that with you so you can   learn this we do bring these to you every tuesday  i want to make sure that you pick these up if you   do like these applications it's absolutely free  using the description down below i've got some   links for both facebook and email so make sure  you pick it up if you do like these applications   you want to help support us a great way to do that  is with the amazing and brand new 175 application   zip file and that comes with complete with a 175  single click application so you can click once to   get the training video and once to open up the  application it's a really cool library and i'm   going to include that absolutely free in the 175  pack it's just 66 right now that's only 37 cents   per template so i hope you grab that that'll help  us out that keeps these trainings for free okay   we have a ton to cover so just as i said we're  going to create this from scratch it's going to   look just like this hopefully and we'll walk you  through it so what i'm going to do is i'm going   to save this i'm going to close this out we don't  need this and we're going to start from brand new   application here that's right and i'll go ahead  and save this save it as and then we'll just   make sure that it's in our folder we're going to  call this make sure it's an xlm folder that means   macros so i'm going to call this rental property  manager not the sample obviously that's the one we   were just looking at we're going to create this  from scratch so here we go i want to make sure   that you get these applications so we're going  to have several sheets in this in some of these   cases what we've done is created a single sheet  we're going to create several sheets so we're   going to call this our main sheet that's going to  be our main we're going to have our single click   menu so that's going to be helpful the next year  we're going to call this properties i want to keep   properties on this so we're going to be able to  track add delete update properties so our sheet   name going to be properties here our third sheet  sheet 3 we're going to focus on that's going to be   units and tenants and tenants so we'll be able  to track of all the units or tenants or people   living even if it's not a tenant even if it's  commercial that's fine too i also want to have   transactions we'll call this transaction so that's  going to be income and expense type transactions   you can assign them to specific buildings specific  units and we'll be able to keep track of the   profit and loss for each individual building or  for each individual unit i also want alerts and   reminders that's going to really help us out  to lo know when rents do or things like that   or something's late alerts and reminders we'll be  able to set independent alerts and reminders so   i'm gonna have those are the four main components  and then a dashboard so we'll have properties   units and tenants transactions let's make that  transactions and alerts and reminders and the   last thing is a dashboard dashboard is going  to tie everything together we're going to have   all that so we'll be able to create i'm going to  show you this template that's going to allow you   to create your own ultimate dashboard in which we  can have unlimited types of reports and graphs in   a single dashboard so that's going to be really  great then we're going to focus on the data so   i want to keep all the data separately so sheet  7 we're going to focus on the property database   so we'll have that we'll call this the property  that's going to keep track of all the property   database and then the next sheet what i want  to track we got to have we say i have units so   units and 10. so we'll call this units database  then the next database of course i got to track   our transactions so we're going to call this the  transaction transaction database and lastly we   want to track our alerts i also would like to  put some attachments in here so we can attach   different files pdfs contracts leases whatever  you want inside that so we'll let's have a transa   attachment database attachments database and we'll  separate them by type so that's going to help okay   i think that's it so we've got let's just go over  what we got we got a main that's going to run on   our single click to we can get to the properties  units and templates transactions alerts and   reminders dashboards and then we're going to focus  on the database we have properties we're going to   hold all the properties units transactions alerts  and attachments great that's a good start what we   want so in our main basically what i want to have  is some type of an easy single click very visually   appealing type of layout so that people understand  what so let's go ahead and do that i'm going to   call this the rental property manager rental  property manager just as you saw in the sample   and let's take a look i want to set this fade  i'm going to bring this down a little bit   let's increase the font here so this one  is a great training for beginners to vba   and for intermediate because we're going to  go over really really slowly and i want to   make sure i'm going to drop this down for what  we're going to creating and we'll do something   like uh i like aerial bolt around and then  make it bold so that kind of looks nice   and i also want to give it a nice color  something an offset color so maybe   this color here this looks good and i'll let's  give it a grape on something a little bit clearer   so just something i'm just going to go over these  we'll create these columns these are going to be   large columns i'm going to format those cells and  we'll go with the fill a fade effect uh something   similar to this let's go ahead and let's change  the theme on this maybe something like in the   page layout let's go with i've got a custom theme  up here that's going to get us some nice colors   here so just a and b i'm just going to format  those and then we'll increase the column widths   on that so let's go with a light gray something  a little bit different than we've gone through   before and then what i'll do is i'll use this fade  effect here on these two columns and i'm going to   expand these two columns way actually we're going  to call column a that's the only really column we   need to focus on here and then uh these two  columns bring it down just a little bit so   we're going to go into the fill effect and we're  going to go with a little bit of a lighter color   that lighter gray here i'm going to go with that  there so that looks nice and then the rest of the   page we're just going to use that very light color  here so then i'm just going to bring this down and   then format the cells we can go with just the  lightest gray here that's going to give us a   nice look and that's what i really want to go for  i'm just going to focus on column a that's all i   really want because we're just going to include  a single shape here we can center that so what i   want to do is i really want to have a single shape  in here a shape that i've created already and then   we'll use that shape as our menu so i'm going to  insert a picture here i've got one saved up in my   files here something that's going to help us here  let's take a look at this one here rental property   picture that's the one i want to focus on that's  what we're going to create we're going to create a   menu based on this it's a little bit too big right  now i'm going to bring it down here but this one   we don't need i'm going to remove the headers  on this one because we don't need them so the   headings i'm going to clear that out that gives  us a little more space we're going to create a   menu down here so i'm going to use this and that's  what i like there just bring it down a little bit   and okay i'm going to zoom out a little bit we  can bring this one down a little bit here because   we can increase so we don't see anything other  than just the gray background that's what i want   so i like that bring it back to about 100 percent  here and now that we have our shape what i want   to do is i want to assign menus on this so i want  to take a look at this and bring menus but first   i want to put some text on it because i would  like to know what and some icons of course so   let's put the icons on first and then we're going  to put the text on top of that so we're going to   insert and i want to use some white icons so it's  going to help us so i've got an alarm here i'm   going to hold down the control apartment building  a dashboard i'm going to use that it's called give   for free that's going to use for our transactions  then we're going to use this one for our tenants   so i've got those already saved up and i'm going  to insert those and they're too big as it is so   what we want to do is i want to reduce the font so  maybe something about 0.6 or something like that   that's pretty good that's what i want i'm going to  put the this is going to be used for the buildings   right here this one's going to be used for the  tenants so i'm going to drop that right here this   one we're going to use for the expenses and income  or transactions right i'm going to place that here   this one is going to be for the alarm so i'm going  to drop that here and then this one's going to be   the dashboard so i'm going to put that up here  i'll make that a little bit bigger because we   have a little more space on that one okay great so  we see our menu starting to come in we got rental   property manager here the title now let's put some  text that we know what we're going to click i'm   going to insert shapes and i'm going to insert a  text shape here so now we've got a text shape so   let's just put in the words i'm going to caps lock  here dash board okay that's a little bit too big   but what i want is obviously white font let's  go with the white font i'm going to make it bold   and then drop the font down here a little  bit that looks good i'm going to center that   so that looks better there but obviously we need  white font so let's go with the white font there   and there we go and that's bolded let's go with  more colors and i just want to go all the way   up to white that wasn't quite white so i want a  full white okay that looks good just the way i   like it we can reduce it now what i want to do  is i've got a nice font just the way i like it   so let's go ahead and duplicate that and got the  and then we'll create the other menus too as well   so i'm going to hit control d and now we've  got one and i'm going to put that here   and this one is going to be our properties  and buildings so proper t's and buildings   i'm going to left justify this one so left justify  in fact the rest are going to be left justified   and bring it down here so we also want to make  sure that we have enough space let's bring it here   downs a little bit more okay we need a little bit  less font or we can increase this we can let's   increase this a little bit here so we can see it  go all the way down the bottom as big as possible   and then we can resize there okay good so that's  it this font's a little bit too big for that so   we're going to reduce the font down so we can  get it just the way we want it here and i'll   probably bring it down to about 18. so let's try  18 font let's actually select on the shape itself   then we change the font once we say because that's  for individual fonts okay that's nice i just like   that we can reduce these i think these are icons  are a little bit big notice how we have this text   over that and that's exactly what we want because  we're going to assign the macro to the text shape   but these are a little bit big so let's  just bring these down to about 0.5 so   0.5 and we'll drop them down just in the corners  perfect so that's what we want we want the icons   behind and the text in front because it is the  text that we're going to be assigning the macro   and so that's exactly what i want okay so now  we've got this now let's make this the same   size as the blue box behind it so that's perfect  and then of course we want to put it on the top   so right on the top justified here properties and  buildings that's good that's just the way i wanted   properties and buildings and we're good to go now  that we have the shape just the way we want it we   can then duplicate that and create the other so  i'm going to hit ctrl d again and i bring this   over we're going to call this just place it right  over the area and we're going to call this tenants   in units so we'll change this out called tenants  and units and then again we can do this same   thing again duplicate it using ctrl d bringing it  down here we'll call this one expense and income   so we'll just change it to expense and income and  then the last thing then we can assign the macros   we'll create the macros and that's going to get  us expense and income or expenses i should say and   income last one what i want is alerts and  reminders and we'll use the long name first   so we'll call it reminders and alerts  so that way it looks a little bit better   reminders and alerts so that's going to let us  know how we want to create alerts for specific   events in our desk right so we've got everything  looking really good that's just the way i'm going   to center this now what we have is but here's  the issue what i want is i really want to be able   to click one shape and have it but now i've got  two shapes here this one shape is fine it's over   over over but there's one shape that i  really want because when i assign a macro   to that i want to make sure it's a single shape  click so let's do that let's insert a shape for   this top part these are squares when i click that  anywhere around this area it's going to be able   to take it but when i click this notice i've got  two individual shapes and i got one background so   let's add a shape that we can actually assign a  macro to it so something like a triangle that's   really what i want so i'm going to start here i'm  going to create this triangle just like this but   now i'm going to bring it over here and i'll make  it pretty much the same size and of course i'll   make it invisible we don't need it visible but  i want to make it almost the same size as what   we have it on okay now let's go shape fill no fill  and then no outline now we've got our shape so now   when i click on here when i click on on this shape  here let's find it here let's go into the shapes   if you have trouble locating your shape just the  selection pane here and the isosceles triangle   that's the one we want that's the one we're going  to be assigning the macro to so we can always have   it in shapes if you don't have this selection pane  of course you can get it inside page layout here   and the selection pane right here that's it  toggle that but you can also put it in the quick   so now that we have that we understand that we  can create the macros that we want to go to the   individual sheets is what we want so now we've  got our definitely our really great menu look   in here and so we can move on so properties that's  the first one that i want to create and i want to   create something so the first two columns here is  going to be for admin so we're going to call those   a little bit different there and then what we'll  do is we'll be able to duplicate that sheet so   we'll give it this uh let's see this gray color  here a little bit different than what we have   and i want a say i really want the same look and  feel as this one so i'm going to copy this and i'm   going to paste that in there and here i'm going  to paste it right in here so i want everything   but i don't want the shape so what we'll do is  we'll just select all the shapes we don't need   any of the shapes and delete that i'm really just  looking for this type of look and feel and that's   exactly what i want we can reduce the font size we  don't want it that big for our properties so this   one's going to be called properties and buildings  so let's change the name on that and we're going   to call this properties and buildings and then  we're going to left justify that and we'll bring   that over now i'm going to bring this over i want  multiple columns on here so i'll bring it all the   way over to let's say l so i'm just going to drag  it over here to l that's going to cover it here   so now we've got our properties building a little  bit too big i don't need that much on that and i   also want to put an icon here too so that looks  pretty good and we can probably reduce that to   about 20 because we need space for other things  in here properties and buildings and we'll center   across that maybe all the way to k so i'm going to  merge and center that all the way to k we're going   to create fields on this so i also want different  fields and then i also want icon so let's go ahead   and insert an icon here picture and then once we  get it all right so in this case i want the blue   icon so we've got apartment buildings this icon  will work just fine and we can reduce that again   to about 0.4 something like that perfect so now  we've got our icon set up now we can start to put   in our fields what do we want well i want to be  able to select a specific property and load that   property so we can add that in i'll keep c column  c as a spacer so we'll drop that down here and   then we'll call this select property so the users  can select a specific property and then load that   property so that's going to be it so we can double  click that and then i'll create this now if now   what you want to do when you do is is if you have  a specific format that you want to set up you can   set a specific cell style and that's going to help  you so and let's say we have a create a cell style   and then we could do that throughout so i'm going  to create a cell style i'm going to what i'm going   to do is i'm going to format it just the way i  want i'm going to right justify this i'm going to   add a border around it so i'm going to do format  the cells and i'm going to put a border around   this one so let's take a look at let's choose this  color here i'm going to put a border all the way   around except the right side i want a dotted line  so now i've got that cell style just the way i   like it i'm going to use that for labels so let's  select that and let's go into cell style and what   we'll do is we'll do new cell style we'll call  this label and just the way we have it okay so now   we've got it so now anything we assigned to that's  going to automatically change now let's do one for   field so again i'm going to make this again white  let's go ahead and choose our white color here   we have our white here's our white color and  then i want to put the borders around that and   left justify that so again put the borders around  here i'm going to left justify that here and then   now we've got our field so now we can duplicate  this a lot easier so again i'm going to go into   cell styles and i'm going to add another one  called new cell style and i'm going to call this   field so that's going to be used for our field so  field is good enough so now everything's going to   copy so now when i need to create this i just need  to easily just click on the cell style here and   then just click either label or field it's going  to make it a lot quicker and a lot easier so what   do we want for our property well i certainly  want a property name so we'll go property name   and then i'm going to tab or i want to know what  type of property that is so let's go ahead in   row five we'll call this property type  and then i also want to start date   when do we start uh working with this property  that'll be fine i'm going to skip a row   and then we'll go in to i also want the address  of that property address we need that and   that's going to be a long field so i'm going to  probably merge instead of that all the way across   to let's say i so we'll merge and center that  and left now we can add cell styles and then   next up what i want is probably going to need  a let's say the owner's name and uh then also   i want the um actually the manager's name and  i want there for my manager's name okay and   then i also want to know the manager's phone and  email so we'll put in phone and then email here   and then the same thing for the manager so we  have owner's phone and email we have manager's   phone and yeah so phone and email so now what  we want to do is just hold down the control   for each of these fields for each of these labels  here and then we'll do the fields after that   and then we'll do is i'll just click our our cell  styles that we created and we'll call this label   now we have that we're going to do the same thing  for our fields here so holding down the control   selecting each individual one and then of course  we can sell style and then click field so now   we've got it really good we've got it there i also  want to do the property i want to add the property   id here so that's going to be important so inside  let's say here property id and then i want to   have a field but this particular field i don't  want to color this white actually what we can do   is we can assign this the cell style because this  is going to be a label and then i'll just format   those cells because this one i don't want user  input this is just going to be for admin purposes   only for viewing so we have the property id we'll  expand there so property id is going to show up   here and property will use the drop down list  the property name the type the start date address   owner's name good so we have everything we also  want some button sets here that's going to help   us so i want to know i want to create some buttons  uh different button sets so we can add and remove   properties so you can see how don't forget to save  our work so we can do that alright so let's add in   some button sets and then what we'll do is but  i also would like some attachments here i want   to be able to assign attachments to a specific  property so let's add that in here so attachments   and then we'll just drop it down let's say keep  it consistent so we'll drop it down all the way   to here we'll make this the white background here  and then format those cells and then we'll just   add the same color border around it so go ahead  and click on the border and then what we'll do is   just to outline it inside and then we'll do the  same thing for here and then we'll center that   maybe bold it here so it's and then add that  same border format those cells so we're going   to have the same border all the way around great  i hope you like these trainings you know i keep   sometimes they're more advanced sometimes we're  going to keep them simpler so i'm going to try to   mix it up a little bit because i tried to appeal  to everybody here and everybody's at different   levels so you know this one's great for the basics  you know the ones that someone move too fast on   for the beginners and this one we're going to go  really slow so this one might be a little bit slow   for those advanced but it's going to show you  exactly every step of the way so continuously   so we're going to have attachments and i want  to be able to add attachments so let's add in   some buttons now i'm gonna use this shape we'll  go with a square shape this time and we'll go   with the same blue so just create your button one  button just the way you like it and then we can   duplicate that button so we're going to give it a  shape fill we'll use the same color here and then   but i'll give it a little bit more of a button  look so we'll go into the shape effects and use   one of our preset colors that looks nice okay and  then i also want to right justify that there we   go but we don't need the font we got the font way  too big on that so let's go with a font of about   let's say 12 on that one that should be sufficient  there all right let's update the color there and   good that's the color i want it's a little bit  big so let's set the height up to maybe a point   three on that okay good and we'll put in some  font let's say we're going to call this add new   and also we don't need this automated header so  let's format this shape right we don't want it   to auto so we look in the text box right we don't  want to resize shape to fit text we'll resize it   automatically okay so we don't need that and we do  want the font in white so let's put that in white   and that's not the white color this is the white  color that i want bold it and then increase it to   about 12. so that's good that we got it a nice  look and bring it back down to 0.3 which is the   height that i want center that inside the middle  there perfect so now that we've got our button   what we want to do is we want to create all of our  buttons first then add the icons so that the icons   are on top automatically so the first thing we  want to do what kind of buttons do we need we have   add new i'm going to duplicate that and we'll  have one for save or update so we'll actually   we'll create one for update and one for save even  though the same macro is going to be assigned so   that's going to update the records and then what  i'll do is i'll want to delete button so delete   let's call this delete and we'll have different  groups so we'll have a group for existing   properties and a group for new properties so  delete this is going to be for new existing   existing now let's create some buttons for new  so we want save a save button would be for only   new properties and i want to cancel new so  ctrl d and then cancel just put cancel on that   that will help us and then we'll add the icons  and then one more for the attachment so another   one for add attachment so we're going to duplicate  that and then we're going to call this add attach   and then we're going to put that i'm going to  drop that right in under here so we've got that   so i want two different groups so basically this  save and the cancel is going to only be used for   new properties while the add new update and delete  are going to be used for existing properties so   i'm going to hold down let's make those a little  bit smaller probably around one inch is fine and   then we can do the same thing actually for  these as well they don't need to be so big   so we've got one inch there now let's add now that  we've created all of our buttons we want to create   the buttons first then we're going to do the icon  so let's insert those icons i'm going to insert   the picture and i've got some icons here and my  images saved up i've got a folder under images i   think it's right here and i've got some folders so  what kind of we want a lot of icons here so let's   go ahead and add in some new so i'll click new on  that new and we got ones for add i think i got an   add new here let's let's expand that add i want  to add that i want to add a cancel right so let's   go ahead and click on the cancel holding down  the control button so we can add multiple ones   i also want to add a save so we'll use  the checkbox i like this checkbox for that   and i need to delete so let's go ahead and hold  down the control i want to delete and i think   that's it i think we've got everything up that  should be sufficient so i'm going to insert those   and of course all different sizes but let's  make them we know our button size is .3 so   let's make this point to five on the height  that'll adjust everything ingly so   we're going to use this ad we're going to use  this for a few ones i'm going to use this for also   add attachment so i'm going to duplicate that i'm  going to put it right up here notice because we've   added a second we notice that it's already on top  so that's what we want once the icon's already on   top so we don't have to move them move them up or  move them down which we can so we've got you can   use this for add new and update i'm going to use  this one for both save and update so i'm going to   control d duplicate that put it on the update  and we're going to put it on the save button   okay so when you have something that's all only  a little bit so we can move it center it and then   what we can do is just add some spaces or move  it over so we'll add some spaces to center that   save that looks nice and then cancel i'm going to  put that right up here and then delete we're going   to put that right up here so now we've got all of  our icons and we want to make sure everything's   centered so what i'm going to do is i'm just going  to use our selection tool and put everything in   the middle there that's going to center everything  really nice i'm going to do the same thing here   selection tool and then center everything here add  these shortcuts as you need them the more things   that you use put them up here all you need to do  is go into more commands and then all you need to   do is quick access and just select whatever you  want from the all and then just go ahead and add   them to here and that's going to give you a lot  save you a lot more time so now what i want to   do is i want to group the individual shapes and  buttons so i'm going to group this button here   i'm not going to name those specifically but i  will name the larger group so again i'm going to   group these using my grouping tool and i'm going  to do the same thing here for delete grouping   that so what i really want now is i want to create  let's go ahead and do this with the rest of them   as well grouping them just holding down grouping  them as well and then they'll add attachment   going to group them so now the ad attachment is  going to be independent regardless we do want   to that's going to be used just for existing  but we will go ahead and let the user know   if they're trying to add this to a new one so we  have really three different buttons here and let's   separate them space them ingly so we're  going to click align we're going to distribute   them horizontally and now what i want to do is i  want to group all three of these shapes i'm going   to group them we're going to call this exist group  ex exist group okay those are going to be only for   existing records we're going to use that for all  of our records and this one we're going to call   this new group because i only want this on new  records so i'm going to group that and we're going   to call this new group okay so new group so now  we have both of them they're going to only one of   those is going to show up at the same time so in  fact what we want to do is we want to put these on   top of each other so we're going to horizontal  that's what i want i want those right on top   of each other and we can bring them up and send  them over the record and then also we can bring   this one up and put this one in the middle too  so now we've got all of them at the aligned and   we're only going to show one of these at the same  time it's okay that they're overlapping for now   that's pretty much what i want because i want to  show the only one of those groups at a single time   so all right so we've got that now we've got our  the look and feel we've got just the way we want   it we'll turn off the selection tool and then what  we can do is start adding functionality to this   but before we do that maybe what we want to do is  i like just the way it looks so let's go ahead and   copy this to the units tenants transactions  and alerts and reminders and then we'll   customize them ingly so let's take a look  at this i'm going to hold down select all up and   copy this using ctrl c i'm going to go to units  and tenants and i'm going to paste that in there   okay of course it's going to look different  we're going to have different icons there's   one other thing let's go ahead and undo that  i missed one thing that i kind of want to do   it's kind of helpful what i really want to do is i  don't want to size or our shape so what i'm going   to do is i'm going to select all the shapes in  here including the icon and i'm going to right   click let's unselect and i want to move this is  kind of an important step format the object and   we're going to go into of course properties and i  want to make sure that we're moved but don't size   cell that's kind of important step so that we  don't have to size them so when i change these   these buttons won't get stretched and we really  want that so now we can take that extra step go   back copy everything go into units and tenants and  now we can go ahead and paste that in there and   then we can delete this icon and we're going to  call this cap units and tenants okay it's going to   be very similar but we want a little bit different  so i'm going to add a column here i want to   actually select on specific units so what i'd like  to have is i'd like to have a list of units here   and then select on a specific unit and then have  that unit information show up here so it's going   to be slightly different so let's walk through  the units and tenants let's call this units   and we'll customize this ingly units and  then we'll just have a list of units so actually   we can copy this format here and paste special  and then paste the format in here so now we've   got the formatting here because i want to select  the unit any units of course we can probably go   down further it's fine and then have that unit  information show up here so let's go back in   and add that icon here i've got that right up here  under right here property management okay so let's   go ahead and put in this icon here and then also  size that ingly maybe 2.4 i don't remember   what the other size was right about there so we've  got units and tenants and now let's go ahead and   put some fields in here so what do we want for  our units well i want to be able we have to select   the property that of course we're going to go in  so that's going to stay the same i want to know   what property then we put in the unit information  for the property but this is going to be unit id   so each units can have its own id unit that's  not the same as the unit number which is going to   be different in this case i want the tenant name  we're going to put in the tenant name i also want   to know the unit number right that's the apartment  number unit number or something specified and here   we're going to put in unit type and notice our  buttons still resize regardless so that's okay   we can just update that now we're going  to increase those just the way we had them   up there okay i like that perfect and notice that  when you duplicate these groups also the settings   get reset so we always have to go in and format  size and properties of course properties here   and then move don't size with cells make sure that  they're properly sized because we have different   column widths and everything like that okay we're  good to go with that so unit type let's not put   the e on the end of that there's no need for that  so uh got unit type what else do we want for the   property i want th i'm going to just put some  notes in here since we've got the format already   and in this case let's put the lease start because  we have a date formatted field and here we can put   phone and email is fine here and then lease and  now let's put in phone one maybe the tenant will   have a different phone number so phone one and  email one and then we'll do phone two and email   two as well so phone two and then email two that  way the formatting is similar it's a little bit   easier to program this one we're going to call the  least end we'll format those as dates so i'm going   to hold down the control these are going to be  date fields i'll go with short date you can use   any field so now we've got that and what do we  what else we want we're looking really good on   here let's increase the email field i also want  to have attachments here so that's going to be   important so we'll have unit attachments property  attachments this looks really good i like the way   that this looks let's save this and let's also  copy this and let's bring this in now transaction   is going to be a little bit different here but we  oh it's going to be very similar in some instances   so i'm going to copy that again let's go ahead  and resize those buttons i'm going to keep those   the same but we'll just increase those and again  add that looks good bring a little bit more so we   can fit everything in here just the way we've  had it before good good on that these look a   little bit too stretched out so you might  want to work with them a little bit so we   don't need those as big as we want okay until we  get them i like that that looks pretty good now   continuing on let's remove this icon we're going  to call this one income and expense transactions   that's good i like the way and we've got an icon  for that too so let's pull up the icon.blue icon   in the picture because i've got a specific  income and expense this one right here   and again make that about point five set the  height bring it over here good that's a bit big   point four so now we have that i'm also going  to make sure that we're not going to size this   ingly when we change the column so also this  one to move between size okay it's set already   okay but this one what i want is recent  transactions we're going to call this recent   transactions and we can increase that column a  little bit and also again attachments i do want   to have attachments for this but now we're going  to show it a little bit so we also want to select   a property if there's an income expense tied to  a property we want that i want a transaction id   this is going to call transaction id  i want specific transaction id on that   and then i give it a name i want to know the  transaction name give it the name transaction   let's just transact name we can do that and then  also i want to have the unit if there's a specific   unit number that this transaction is tied  to i want that's going to be based on a   dynamic drop down list based on the units for only  the property selected and we'll put the date on a   date format so we're going to format that as date  i want to know the transaction date i also want   to know some transaction details notes are fine  transaction details here and then we can have the   let's see paid by i want to know who's paying  for it can it owner whoever paid by and then   we'll put down the type what type of transaction  is an income or expense that's really important   and amount okay we don't need these two fields we  don't need these fields here so let's just drop   this down and then bring it down here okay so now  it's hidden good okay so we're good to go on that   let's uh bring in let's take a look at these  buttons here bring them up a little bit here   because we don't need them centered right about  here okay they're a little bit big aren't they so   let's bring it down here size it ingly and  do the same thing here bring it down so we're good   to go we'll update those buttons ingly so  let's save our work so now we've got transactions   really what we want to and we will format  this as a date we've got that this should   be formatted as an amount field here paid by type  we need income expenses i'm going to go into data   data validation i only want two so i'm going  to use a list what type it's either going to be   income comma expense so it's going to be either  one of those so that's good we can just set that   and we'll set the size ingly i like that  those are small okay it's good now we've got   alerts and reminders so we're going to save our  work and let's go ahead and alert some reminders   though it's going to run is going to be something  similar to this so i'm going to copy that   and again i'm going to paste in here resize  those buttons ingly because they always get   messed up like that and just bring them out that  looks good and this one bring it down here and   then attachments now alerts and reminders we don't  need any attachments here so we can just delete   this button here we don't need this so i'm going  to bring it down here and just bring it over here   and but i do want to know what our recent alerts  were so we can see which ones were created recent   alerts okay so we've got a recent alert so we know  that but this one's going to be called alerts and   reminders so alerts in caps and reminders and  then i've got a specific icon for that so we're   going to insert a picture here and i've got the  alerts and reminders looking right here this is   the one i want to use i'm setting to 0.4 bringing  it over here okay we're looking really good we've   got made a lot of progress notice this is a larger  application it's going to take a little more time   but i really want to walk you step by step if  you do like these kind of applications you feel   you want to further your education i do have an  incredible mentorship program where we're going to   be designing an incredible accounting application  i'm going to walk you step by step through the   entire process we're going to go through the  defining phase where you're going to learn how   to build your applications who you're going to  build what you're going to build we're going to   go through an entire scope then we're going to go  into the design phase we're going to be creating   really amazing scopes and we're going to be  creating flowcharts so you can learn how to set up   your application then we're going to move into the  development phase where we're going to show you   every step of the development product then we're  going to go through the deployment in that case   we're going to show you how to deploy your own  applications and create a passive income using   those excel skills i'm going to teach you if you  like that myexcel mentor.com myexcel mentor.com   everything you need will be right there hundreds  of students are really enjoying that course   learning how to take their excel skills and  turning it into passive income by selling   their own excel applications so i hope you'll  join us there we've got alerts and reminders were   set up let's set up the details for alerts and  reminders we really don't need anything here so   we can clear that out i don't need any property  or anything for that so what do we want to call   this let's just call this an alert name get rid  of caps alert name and then let's have the date we   need the date of that alert we need and also need  to know the time of the alert so let's set that up   for time let's format those ingly this is  going to actually be a time this is going to be   a date and what else do we want to know for that  i certainly want to know the alert details alert   details and we don't need anything else because  it's going to be really really simple offer these   alerts just keep a date so we know what to alert  and when so we can drop this down clear that out   and that's good so we can just group those bring  this group here and bring it up a little bit we'll   adjust the size ingly bring it up here  so now let's just check the size on this bring   it up a little bit i know it's kind of hard to  see because they're overlapping but that's okay   remember we're only going to show one at a time  so we're good to go okay so lastly the last thing   is the dashboard i want to create a really really  cool dashboard so let's do that again we're going   to use these two columns for admin so we're going  to clear that out and give it a color just that   darker gray here then our admin again it's going  to be very similar i want to keep the same really   style here so we'll keep the same colors here  and then we'll just clear it all up so i'm going   to copy that i'm going to paste it down here and  then i'm just going to remove all the groups for   now we don't need that i don't need anything  else so in this one we're going to call this   dashboard so we will just give it a name just give  it the same font same title everything we're going   to call this dashboard so and then of course  an icon inserting an icon here again picture   i've got a specific icon that i'm going to use for  the dashboard setting the size also to 0.4 just as   we've done the rest so now obviously we don't need  any of this so we can delete that and i'm going to   just set the color back to the original color  okay so we don't need any borders on this so   let's go with no borders let's select everything  here and then just go with no borders here   good now we got no borders so i'm going to  bring this down here all the way down here   we and then what i want to do is i want a  central area so basically i want a menu and   what would i want to put that menu i'm probably  going to put it in d so what i want is a single   click menu so they would click that menu item  we're just going to call this reports and graphs   and then we'll list the reports and graphs here  so as we bring them down so let's drop this down   i'm going to format those cells i'm going to  use the same border color so it's that blue   consistently the blue border i'm going to put a  double line on the left and let's put a single   line on the top and the right and then also what  i'd like to do is i'd like to have a separation   so we'll put a header down here all the way  down here format those cells i'm going to   put a double line down below and then a single  line on top so we're consistent and then right   so i've got that so we're going to list all the  reports and graphs here as we list them out so   let's start out with uh income and expense by  property expense by property and then next we'll   put maybe a tenant detail list we'll do a few  reports in here and then you can add them as you   want i'll show you the idea monthly tenant i'm not  sure about these payments but we'll put something   like that in there and then we'll expand on these  or update them ingly as we get there okay so   basically the idea is to click on here and  then have that information show up here so   this is going to be white or i don't want any  color on this because this is going to be our main   fill area so let's put that in white and expand  this so our dashboard the idea is to click here   and have our information show up here but i also  want to put it based on dates so we're going to   put in from and then two so let's make these  our label i'm going to hold down the control   if you remember we have a cell style for labels  we'll put that label and i've got a cell style   for fields so i'm going to click on hold down  the control but both of these are going to be   based on dates so let's go ahead and add in the  short date all right so we've got that starting to   come together but now let's take a look at the  database right we want some database in here   and i want to create so we can save that data so  we've got property units and things like that so   let's build out our database and let's do that  right now okay so the for the properties the   best way to do that so what i'm going to do is  i'm going to take a screenshot and then when   you snagit edited to do that and that's built by  techsmith so i'm going to take a screenshot here   of my properties and buildings here so and make  sure you include the headers okay so i also want   to use data mapping so here i've got my screenshot  it's coming together so now i've got my screen so   i'm going to copy and paste that from my snagit  i'm going to go down and i'm going to go in to   my property database right here it's just a blank  database so i'm going to paste that screenshot   just temporarily right in here that's going  to help us i'm going to use this for our data   mapping this for our header so we're going to call  this properties database and then i'm going to put   the columns down here so the first one i want is  the property id i'm going to put that property and   then id and then the next one i want the property  name we can just put in name we don't need we know   it's property okay so after that what else do i  want in the database i want to put in the type and   then the screenshot's going to help us because we  can we can see so type then i want the start date   then we're going to put in the address and then  we'll put in the owner right we're going through   the owner then the phone we'll just put this in  fact we need to there's we need to put owner phone   and i'll put an owner email then we want  the manager and then we'll put in manager   phone and we'll put in manager email and that's  going to be a manager email okay let's take a   look at that we've got property id we've got  the name the type start date address owner owner   phone owner email okay so that looks good we'll  center those and then i'll select on the columns   and then i'll double click that's going to  size them ingly properties database i'm   going to merge and center this over here this  one i'm going to put my data mapping so i'm   going to give it a little bit of different  color i'm going to give it this gray color   and then everything we can put in borders around  everything to make it a little bit easier to see   so now but now let's start our data mapping now a  property id where are we going to put our property   id i'm going to put that of course that's located  in i3 so i'm going to put in i3 you see that   let's center that justify that so i3 a property is  located here in i3 i'm going to use data mapping   now where's our name located our property name  is located in e5 so we're going to do just that   e5 next we want to put in our type our types  located in g5 this is going to make coding a lot   easier this is called data mapping our start date  is going to be located on i5 now our address is   located of course it is e5 so e5 e5 is where our  address is located our owner name is located in e9   and our make sure you're double checking these  because if there's wrong it's going to create   issues so double check these data maps it's very  important our owner phone number is going to be   located in g9 and of course our owner email  is going to be located in i and then the last   row we have the manager so that's going to be in  e11 our manager's phone number is going to be in   g11 see how much easier it is when you have the  screenshot here you can you know it's so simpler   i 11 and make sure you include the column headers  there okay so let's double check that make sure   that our ranges are correct e3 e5 g5 okay i5 i  think we've got one too many this is you know   let's say take a look type of course is in g5  good that's the way i want property name e5 i5   this is wrong address should be e7 so double check  that e7 right we want that there we go so now e9   g9 i9 e11 g11 i11 okay good saving our work here  and we'll just give it a little bit of a color   difference so we can see that something let's go  ahead something that light green and then we'll   just drop that down here the green colors don't  matter in this case most people don't see the   database but it gives you all right so we're good  to go on that and so now we have our properties   now all we're going to do is duplicate the  process but while we're here why don't we set a   named range for property id so let's just put add  some numbers in here 2 3 and for property name so   i'm going to center that walking you step by step  these trainings that take longer when they're step   by step that's why it's going to be multi-part i  urge you i'll create these larger applications and   i'll create them from scratch but you got to watch  all the parts not just part one when we download   this application it is going to be wherever i left  off so if you do want the complete application   make sure you watch each individual training it's  not just about getting the workbook but it's about   learning it so you can create these on your own  and start making big money that's what i want from   you okay so we're going to create a named range  property id so i'm going to start it here so what   do i do into the formulas name manager new and  we're going to call this property id the name is   fine property id but i'm going to create a dynamic  name branch so equals offset and then where do i   want to start that i want to start it out on the  header why do i want to do that because in case   there's no data i don't want to create any errors  but if we're starting off in the header when we're   moving down and need to create start up with from  one row down so putting the one here it's going to   start it really on row four comma comma no columns  over i'm going to count a what am i counting   i'm counting all the values in column a but  i'm going to start at the header again i'm   starting with the header because i want to make  sure if there's no values there's no error so   when we do that of course we're not going to  go to row 6 we're going to go all the way to   a high number like 999 but i also want to subtract  1 from the count because i don't want to include   the header so minus one then comma in this case i  want the column column one so now we're gonna use   the tab key we're gonna tab out we're gonna choose  the shift tab we're gonna tab back in we're gonna   take a look at the dancing ants we got to make  one more update in this case we want to make sure   that we want to count a not count count count a  it should be count a we're counting all the text   in this case okay so count a that's what we want  okay let's expand that take a look at that formula   okay so we got the offset property starting at a3  moving one row down count a in this case property   davis again a3 minus one check the dance against  make sure they surround our data that's exactly   what i want click ok now what i'm going to do  is i'm going to copy that control c i'm going   to create one for the property name because we  have drop down list so in this case property   underscore name okay i'm going to tab through  that i'm going to paste that in i only need   to make one change now the count can remain all i  need to do is change this to column b that's where   property names are located tabbing out using  the tap key shift tab to go back in you see   it's dancing and surrounds the name that's what i  want so when i create a drop down list for names   it's gonna work good okay so we've got property  names and property id we can close that out   save our work now we're ready to move on to the  units database so let's go into the units we're   gonna do this repeat it this duplication is gonna  help you learn it very fast i'm gonna delete this   we're good we've got everything we've set up  our database now we're going to go to units   and tenants i'm going to do the same exact thing  that i did so i&a