Rental Manager

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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":""}}

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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).