Rental Manager

Rental bookkeeping for Quebec/Levis/Longueuil properties. Records income/expenses, uploads receipts to Drive, T776 tax prep, LOC tracking. Triggers: record expense, upload receipt, T776, rental income, Gauvin, Champagnat, Goyette.

Rental Manager Skill

This skill provides a standardized workflow for managing rental property data.

Resource Locations

Always refer to references/properties.md for the latest Spreadsheet IDs and Google Drive Folder IDs.

Standard Workflows

1. Recording Income/Expenses

• Longueuil → Longueuil Control sheet; others → Master Record sheet.
• Columns: Index, Date, Category, Description, Type, Amount.
• T776 categories: 8141 Gross Rents, 8320 Professional Fees, 8520 Insurance, 8690 Management & Admin, 8710 Interest (Mortgage), 8710 Interest (LOC), 8810 Office Expenses, 8960 Repairs & Maintenance, 9180 Property Taxes, 9200 Travel Expenses, 9220 Utilities, Asset (Capital), Prepaid Expense, LOC Drawdown, Transfer.

2. Receipt Upload & Linking

• Requires: Index, Property (Gauvin/Levis/Longueuil), optional custom Filename (e.g., 3-1.pdf; default: [Index].[ext]).
• Uploads to correct Drive folder, renames file, updates File Link column G in spreadsheet.

3. Longueuil Sync

• Master Record's Longueuil (168 Goyette) tab is read-only (IMPORTRANGE). Always edit Longueuil Control sheet directly.

4. Tax Preparation (T776)

• Aggregate by property and category. For Longueuil use Longueuil My Share (50%) tab.

5. LOC Tracking

• Drawdown: General / Personal Business tab, category LOC Drawdown, type Transfer, description RBC LOC Payment for [Expense / Property], note linked index.
• Interest: Annually from T5. Category 8710 Interest (LOC), type Expense, description RBC LOC Annual Interest (from T5).