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๐Ÿ  Property & Real Estate ยท Printable checklist ยท USE CASy

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

โฑ๏ธ 2-3 hours to set up; a few minutes a week answering its questions ยท ๐ŸŽฏ Medium ยท ๐Ÿ’ต Claude Pro USD 20/month (USD 17/month billed yearly); heavy scheduled use may need a higher plan

๐Ÿงฐ Before you start

๐Ÿชœ Steps (tick as you go)

  1. โ˜
    1. 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. โ˜
    2. Create the spending log

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

  3. โ˜
    3. 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. โ˜
    4. 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. โ˜
    5. 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. โ˜
    6. 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. โ˜
    7. 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. โ˜
    8. 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.

๐Ÿ’ฌ Prompts to copy

๐Ÿ’ฌ 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.
๐Ÿ’ฌ 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.

๐Ÿ”— Links

From https://usecasy.com/use-case/claude-landlord-receipts-and-comps/ ยท Guide checked 19 October 2026 ยท Prices are rough and shown in USD unless stated (MYR where relevant).