🏠Property & Real Estate · Step-by-step guide

Keep a spending log and a local price check for each rental home you own

A small landlord on Reddit drops every receipt and invoice for a property into one folder. Once a week Claude Cowork (Claude's mode that does tasks with your files) reads them, logs each one by property in a spreadsheet, renames and files the document, and asks when unsure. Every two weeks another task collects comparable homes in hand-drawn local areas, even reading listing photos to tell carpet from wooden floors.

⏱️ 2-3 hours to set up; a few minutes a week answering its questions🎯 Medium💵 Claude Pro USD 20/month (USD 17/month billed yearly); heavy scheduled use may need a higher plan📋 8 steps
🧡 Claude🙋 Personal post
🎯 What you'll have at the endYou'll have a weekly spending log for each rental home, with every receipt renamed and filed, plus a fortnightly list of similar homes nearby and what they're asking.

⚡ One-click install

Checked install page (app stores, official sites and template pages): tap to get it straight away.

🧰 Before you start

⏱️ Time needed2-3 hours to set up; a few minutes a week answering its questions
💵 Rough costClaude Pro USD 20/month (USD 17/month billed yearly); heavy scheduled use may need a higher plan

🪜 Step by step

🐣 Beginner mode: showing the 8 essential steps only. Extra steps are hidden; tap 🚀 Advanced at the top to see all 8.
✅ 0 of 8 steps done 📄 Printable page
  1. 1
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    Make the folders

    Create a 'Receipts inbox' folder, and a folder per property with a 'Receipts' sub-folder inside, for example 'Properties/12 Example Street/Receipts'.

  2. 2
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    Create the spending log

    Make a spreadsheet with these columns: Date, Supplier, Category, Description, Amount, Late charges, Invoice number, Service dates, Property, Notes.

  3. 3
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    Give Claude access to that folder only

    Install Claude for desktop, open Cowork and choose your property folder as the working folder. Don't point it at your whole computer.

  4. 4
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    Run the receipts prompt once by hand

    Drop a few receipts into the inbox, paste the 'Receipts to log' prompt below and check every row it writes before you trust it.

  5. 5
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    Schedule it weekly

    Use Cowork's scheduled tasks to run it every [Sunday evening]. Answer its questions when it isn't sure which property a receipt belongs to.

  6. 6
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    Draw your comparison areas

    For each property, list the streets, estates or buildings that are truly comparable. The poster found a whole postcode was too broad; only part of it was a fair match.

  7. 7
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    Schedule the price check every two weeks

    Paste the 'Local price check' prompt and schedule it fortnightly. It skips a run if it already ran in the last 12 days, and counts a home that is relisted within 90 days as one listing, as the poster does.

  8. 8
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    Keep your official records elsewhere

    People in a similar Reddit thread advise: keep the rent ledger, signed tenancy agreements, notices and deposit records in a system you can export. Let AI draft and organise, not be the only record.

💬 Copy-paste prompts

Tap Copy prompt, paste it into your AI (Grok, ChatGPT, Claude or Gemini), then replace the [yellow bits] with your own details.

💬 Receipts to log (weekly)
Every week, read every new file in [Receipts inbox]. For each receipt or invoice:
1. Work out which property it belongs to from the address or description. My properties: [address 1], [address 2]. If you can't tell, ask me; don't guess.
2. Add one row to [spending log file] with: Date, Supplier, Category ([repairs, utilities, insurance, cleaning, furniture, fees]), Description, Amount, Late charges, Invoice number, Service dates, Property, Notes.
3. Rename the file 'YYYY.MM.DD SUPPLIER PROPERTY' and move it into that property's Receipts folder.
4. Flag anything that looks like a duplicate payment or the same repair done twice within 2 years.
Finish with a short summary: files processed, total spent per property this week, questions for me.
💬 Local price check (every two weeks)
For my rental at [address], look for similar homes for [rent / sale] in these areas only: [list of streets, estates or buildings]. Similar means [bedrooms], [bathrooms], [size range], [type].
First check the log: if this ran in the last 12 days, stop. Treat a home that comes off the market and returns within 90 days as one listing, not two.
For each home record: address or building, asking price, size, bedrooms, bathrooms, furnished or not, parking, flooring type, air-conditioning, date listed and days on market. If the listing text doesn't say, look at the photos and note 'from photos'.
Add the results to [comparison sheet] and give me a 5-line summary of how my asking price compares. Only use sites whose terms allow this; if a site blocks you, tell me rather than working around it.

⚠️ Tips & common mistakes

🌟 Why it's worth it

💡 Why it mattersClean records per property make tax time and tenant disputes easier, and up-to-date comparisons tell you what to charge. The poster says the same habit showed they'd paid twice for the same car part 18 months apart.
🏷️ Real exampleu/r2girls on r/Landlord: 'I dump literally every receipt for a property into a folder. Claude Cowork runs once per week, reads the invoices and receipts, and logs it to a spreadsheet... If it has a question, it prompts me for the answer.' Files are renamed 'YYYY.MM.DD VENDOR PROPERTY'.
🔌 Connects to:Claude desktopFolders on your computerGoogle Sheets or ExcelProperty listing sites
🙋 Proof level: Personal postOne person's own account on X, Reddit, YouTube or a blog. Nobody has checked it: treat any numbers as their results, not a promise.
📰 Found via Reddit · r/Landlord: Reddit r/Landlord: What AI or software tools do you use to automate property management tasks? ↗

🔗 Helpful links

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