{"product_id":"fastighetsbudget-underhallskostnadsprognos-2026-2027-driftbudget-likviditet-uppfoljning-excel-word-pdf","title":"Property Budget \u0026 Maintenance Cost Forecast 2026\/2027 – Operating Budget, Liquidity \u0026 Follow-up | Excel, Word \u0026 PDF","description":"\u003csection class=\"mb-product-description\" lang=\"en\"\u003e\n\u003ch2\u003eProperty Budget \u0026amp; Maintenance Cost Forecast 2026\/2027 – Excel, Word \u0026amp; PDF\u003c\/h2\u003e\n\n\u003cp\u003ePlan \u003cstrong\u003eoperating costs, maintenance, monthly budgets, actual cost outcomes, and liquidity\u003c\/strong\u003e in a clear document package for property owners, housing cooperatives (BRF), property managers, and small real estate companies. Get an overview of next year's payment needs and maintenance decisions – without confusing the technical maintenance plan with budgets and cash flow.\u003c\/p\u003e\n\n\u003cp\u003eYou receive a professional \u003cstrong\u003eExcel workbook with eight sheets\u003c\/strong\u003e, editable Swedish Word documents, searchable PDF files, and a supplementary English working form. \u003cstrong\u003ePrice: 79 SEK, one-time purchase.\u003c\/strong\u003e No subscription or physical delivery.\u003c\/p\u003e\n\n\u003cnav aria-label=\"About the template\"\u003e\u003cstrong\u003eAbout the template:\u003c\/strong\u003e \u003ca href=\"#mb-innehall\"\u003eWhat's included\u003c\/a\u003e · \u003ca href=\"#mb-excel\"\u003eExcel tool\u003c\/a\u003e · \u003ca href=\"#mb-guide\"\u003eUsage\u003c\/a\u003e · \u003ca href=\"#mb-regler\"\u003eLegislation and limitations\u003c\/a\u003e · \u003ca href=\"#mb-faq\"\u003eFAQ\u003c\/a\u003e\u003c\/nav\u003e\n\u003caside style=\"background:#EDF7F0;border-left:4px solid #397A5C;padding:15px;margin:16px 0\"\u003e\u003cstrong\u003eSource-verified October 13, 2026.\u003c\/strong\u003e The documents have been developed based on the Swedish National Board of Housing, Building and Planning (Boverket) guidelines regarding technical maintenance plans, financial plans, financing, and the Swedish Bookkeeping Act. The template is an independent administrative budget aid, not an officially approved or certified financial plan, property inspection, complete accounting product, or individual financial advice.\u003c\/aside\u003e\n\u003ch2 id=\"mb-innehall\"\u003eWhat's included – 13 files in total\u003c\/h2\u003e\n\n\u003ctable\u003e\n\n\u003cthead\u003e\u003ctr\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003eWhat you get\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProperty Budget – procedure and annual plan\u003c\/td\u003e\n\n\u003ctd\u003eBudget roles, responsibilities, control of operating costs, maintenance planning, and monthly follow-up.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eBudget Decision – property costs\u003c\/td\u003e\n\n\u003ctd\u003eDecision template for board\/management regarding operations, maintenance, financing needs, and approval.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eMaintenance Action – cost decision\u003c\/td\u003e\n\n\u003ctd\u003eForm with action ID, condition, cost basis, budget, payment month, and decision.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eBudget Variance – analysis and action\u003c\/td\u003e\n\n\u003ctd\u003eProtocol for verified outcomes, differences, cost causes, financing, and post-control.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProperty Budget \u0026amp; Maintenance Review\u003c\/td\u003e\n\n\u003ctd\u003eEnglish working form for Swedish property operations.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eDetailed User Guide\u003c\/td\u003e\n\n\u003ctd\u003eStep-by-step instructions, control points, limitations, legal sources, and English quick guide.\u003c\/td\u003e\n\n\u003ctd\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd\u003eProperty Budget \u0026amp; Maintenance Cost Forecast\u003c\/td\u003e\n\n\u003ctd\u003eExcel tool with operating budget, maintenance, outcomes, liquidity, actions, and dashboard.\u003c\/td\u003e\n\n\u003ctd\u003eExcel (XLSX)\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\n\n\u003cp\u003e\u003cstrong\u003e13 files in one ZIP:\u003c\/strong\u003e 6 DOCX, 6 searchable A4-PDFs, and 1 XLSX. The Word documents are editable and the Excel sheet contains functional formulas.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-excel\"\u003eExcel template with budget, outcomes, and liquidity\u003c\/h2\u003e\n\n\u003cul\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eOverview:\u003c\/strong\u003e total operating budget, planned maintenance, verified costs, budget variances, forecasted liquidity, and variance flags.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eSettings:\u003c\/strong\u003e budget year, property\/unit ID, opening cash balance, and documented VAT basis.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eOperating Budget:\u003c\/strong\u003e 15 pre-set operating cost categories with a twelve-month budget and automatic comparison with verified annual outcomes.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eMaintenance:\u003c\/strong\u003e 100 action rows with unique IDs, planned month, cost framework, decisions, actual outcomes, and variance flags.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eOutcomes:\u003c\/strong\u003e 160 rows for actual verified costs, supporting documentation reference, and linkage to either operating category or action ID.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eLiquidity:\u003c\/strong\u003e monthly payments, financing, budgeted operating disbursements, planned maintenance payments, and estimated closing cash.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eActions:\u003c\/strong\u003e 80 decision and variance rows with responsible party, deadline, document reference, and follow-up status.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eGuide:\u003c\/strong\u003e usage steps and official sources in Excel.\u003c\/li\u003e\n\n\n\u003c\/ul\u003e\n\n\u003caside style=\"background:#FFF3D6;padding:15px;margin:16px 0\"\u003e\u003cstrong\u003eImportant limitation:\u003c\/strong\u003e The Excel sheet distinguishes between budget and actual verified cost outcomes, but the liquidity is a \u003cem\u003esimplified forecast based on manually entered payment dates\u003c\/em\u003e. It does not automatically calculate VAT, taxes, depreciation, loan interest, annual fees, or accounting-based classifications. Budgeted maintenance is not the same as an actual invoice or a completed payment. The model is not a complete income statement or balance sheet budgeting system.\u003c\/aside\u003e\n\u003ch2 id=\"mb-guide\"\u003eHow to use the property budget\u003c\/h2\u003e\n\n\u003col\u003e\n\n\u003cli\u003eSelect the budget year and specify which properties and legal entities the budget covers.\u003c\/li\u003e\n\n\u003cli\u003eGather historical costs, operating agreements, energy\/insurance data, technical maintenance plans, quotes, and any financing decisions.\u003c\/li\u003e\n\n\u003cli\u003eRegister the monthly operating budget, for example, heating, electricity, water, waste collection, property management, and insurance.\u003c\/li\u003e\n\n\u003cli\u003eCreate a separate row per planned maintenance action with a unique Action ID, decision status, cost framework, and planned payment month.\u003c\/li\u003e\n\n\u003cli\u003eRegister only verified costs in the Outcomes section with the correct operating category or action ID, as well as invoice\/verification reference.\u003c\/li\u003e\n\n\u003cli\u003eReview the overview and investigate major budget differences or flagged costs.\u003c\/li\u003e\n\n\u003cli\u003eFill in estimated income, loan disbursements, amortizations, and other payments in the liquidity forecast; check planned financing needs.\u003c\/li\u003e\n\n\u003cli\u003eDocument board or management decisions in the included Word forms and retain current supporting documents and version history.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003c\/ol\u003e\n\n\u003ch2\u003eCalculation example\u003c\/h2\u003e\n\n\u003cp\u003eIf the heating cost has an annual budget of 1,000 SEK and a verified cost outcome of 1,100 SEK, Excel shows \u003cstrong\u003e+100 SEK in variance\u003c\/strong\u003e. A separate maintenance job with a budget of 5,000 SEK and verified costs of 5,200 SEK is flagged as a \u003cstrong\u003ecost overrun of 200 SEK\u003c\/strong\u003e. The annual liquidity forecast, however, calculates based on incoming and outgoing payments at planned dates and should therefore not be equated with the result.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-regler\"\u003eWhat applies to property maintenance and budgeting according to Swedish law?\u003c\/h2\u003e\n\n\u003cp\u003eFor housing cooperatives, \u003cstrong\u003eChapter 3, Section 1a of the Cooperative Housing Act (Bostadsrättslagen)\u003c\/strong\u003e contains requirements for a 50-year technical maintenance plan as part of the association's financial plan. Boverket's regulations state that the plan must be component-based and cover the association's buildings and land. This legally required plan should not be confused with a voluntary budget template for ongoing financial follow-up.\u003c\/p\u003e\n\n\u003cp\u003eA housing cooperative's financial plan must also describe, among other things, provisions for maintenance and how maintenance is financed. This product supports \u003cstrong\u003einternal annual budgeting and liquidity planning\u003c\/strong\u003e but does not automatically meet the requirements for such a certified plan. Operating and maintenance expenses must be classified and accrued according to applicable accounting rules during bookkeeping. The technical needs and costs of actions should be based on actual inspections or quotes.\u003c\/p\u003e\n\n\u003cp\u003e\u003cstrong\u003eOfficial sources:\u003c\/strong\u003e \u003ca href=\"https:\/\/www.boverket.se\/sv\/ekonomiska-planer\/ekonomisk-plan\/teknisk-underhallsplan\/\"\u003eBoverket – technical maintenance plan\u003c\/a\u003e · \u003ca href=\"https:\/\/www.boverket.se\/sv\/ekonomiska-planer\/ekonomisk-plan\/ekonomisk-prognos\/\"\u003eBoverket – financial forecast and maintenance financing\u003c\/a\u003e · \u003ca href=\"https:\/\/www.riksdagen.se\/sv\/dokument-och-lagar\/dokument\/svensk-forfattningssamling\/bokforingslag-19991078_sfs-1999-1078\/\"\u003eBookkeeping Act (1999:1078)\u003c\/a\u003e.\u003c\/p\u003e\n\n\u003ch2 id=\"mb-faq\"\u003eFrequently asked questions about property budgets\u003c\/h2\u003e\n\n\u003ch3\u003eWhat is included in a property budget?\u003c\/h3\u003e\n\n\u003cp\u003eUsually, operating costs such as energy, water, insurance, management, and ongoing maintenance, planned maintenance, and possibly a separate forecast for financing and payments. The content of the budget must be adapted to the property.\u003c\/p\u003e\n\n\u003ch3\u003eCan Excel handle multiple maintenance actions?\u003c\/h3\u003e\n\n\u003cp\u003eYes, you can register up to 100 actions with unique IDs, cost frameworks, and planned months, and link verified costs to each action.\u003c\/p\u003e\n\n\u003ch3\u003eAre actual costs included automatically?\u003c\/h3\u003e\n\n\u003cp\u003eYes, after the user has registered the costs as verified in the Outcomes section. Excel does not fetch invoices, receipts, or bank statements automatically.\u003c\/p\u003e\n\n\u003ch3\u003eIs a maintenance budget the same thing as a technical maintenance plan?\u003c\/h3\u003e\n\n\u003cp\u003eNo. \u003ca href=\"\/en\/search?q=Teknisk%20underh%C3%A5llsplan%20BRF%2050\"\u003eTechnical Maintenance Plan BRF 50 years\u003c\/a\u003e applies to long-term technical measures. This template focuses on the annual budget, actual cost outcomes, payments, and financial decisions.\u003c\/p\u003e\n\n\u003ch3\u003eCan the template be used in a housing cooperative?\u003c\/h3\u003e\n\n\u003cp\u003eYes, as a voluntary ongoing budget aid. It does not, however, replace the association's obligations under the Cooperative Housing Act, the association's articles of association, or requirements for a financial plan.\u003c\/p\u003e\n\n\u003ch3\u003eHow does the liquidity calculation work?\u003c\/h3\u003e\n\n\u003cp\u003eYou fill in the opening cash balance, incoming payments, and financing. Excel subtracts planned operating and maintenance payments as well as other disbursements. Always check the actual payment dates separately.\u003c\/p\u003e\n\n\u003ch3\u003eIs it possible to calculate VAT or accounting directly?\u003c\/h3\u003e\n\n\u003cp\u003eNo. Amounts need to be entered on a consistent VAT basis. VAT deductions, repairs vs. investments, interest, and depreciation must be assessed separately.\u003c\/p\u003e\n\n\u003ch3\u003eAre English documents included?\u003c\/h3\u003e\n\n\u003cp\u003eA dedicated English working form and an English quick guide are included. The main Swedish templates are not fully translated.\u003c\/p\u003e\n\n\u003ch3\u003eHow is the product delivered?\u003c\/h3\u003e\n\n\u003cp\u003eDigitally as a ZIP file with 13 files. Automatic delivery requires the ZIP file to be correctly linked to the corresponding product variant in Shopify Digital Products.\u003c\/p\u003e\n\n\u003ch2\u003eFormat and delivery\u003c\/h2\u003e\n\n\u003cp\u003eWord (DOCX), searchable PDF, and Excel (XLSX). Version 1.0, source-verified October 13, 2026. Editable documents for local use. No physical goods are shipped.\u003c\/p\u003e\n\n\u003c\/section\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":55734421815638,"sku":"FASTIGHETSBUDGET-2027-SVEN","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/fastighetsbudget_2027_hero.png?v=1791917771","url":"https:\/\/mallbutiken.se\/en\/products\/fastighetsbudget-underhallskostnadsprognos-2026-2027-driftbudget-likviditet-uppfoljning-excel-word-pdf","provider":"Mallbutiken","version":"1.0","type":"link"}