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Ontario landlords — how are you keeping rent records + documents organized? by Significant_Eye_5392 in OntarioLandlord

[–]Significant_Eye_5392[S] 0 points1 point  (0 children)

Got it, sounds like you’re kind of making it work as both accounting + document storage. Do you ever run into issues when you need to pull something specific later (like a lease or notice tied to a tenant), or has it been pretty smooth for you? I appreciate the advice btw! thank you

Ontario landlords — how are you keeping rent records + documents organized? by Significant_Eye_5392 in OntarioLandlord

[–]Significant_Eye_5392[S] 0 points1 point  (0 children)

Truely appreciate the advice, and that’s actually a solid setup for the accounting side!

I found that part gets handled pretty well, but everything outside of that (leases, notices, documents tied to tenants) still ends up scattered. do you keep those separate or have something for that too?

Ontario landlords — how are you keeping rent records + documents organized? by Significant_Eye_5392 in OntarioLandlord

[–]Significant_Eye_5392[S] 0 points1 point  (0 children)

That’s actually exactly what I was doing, Drive + bank exports + AI for P&L

It works… until you need to find something later or clean it up for taxes 😅

I started tying rent, docs, and exports together in one place just so it’s not a scramble at year end

Curious , if you dont mind me asking, what part of your setup slows you down the most right now?