- name
- rental-manager
- description
- 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.
- metadata
- {"clawdbot":{"emoji":"🏠","requires":{"bins":["gog"]},"primaryEnv":""}}
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 customFilename(e.g.,3-1.pdf; default:[Index].[ext]). - Uploads to correct Drive folder, renames file, updates
File Linkcolumn 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 Businesstab, categoryLOC Drawdown, typeTransfer, descriptionRBC LOC Payment for [Expense / Property], note linked index. - Interest: Annually from T5. Category
8710 Interest (LOC), typeExpense, descriptionRBC LOC Annual Interest (from T5).