Complete one card per property and responsible entity. Use an internal project reference rather than an address alone. Do not include bank logins, account numbers or sensitive partner details in this worksheet.
| Field | What to record |
|---|---|
| Project reference | The stable identifier used in invoices, folders and reports. |
| Entity | The business responsible for the activity being recorded. |
| Current plan | Renovation-to-sale, wholesale, long-term rental or short-term rental. |
| Period and phase | The dates in scope and any change in intended use. |
| Sources | Statements, closing support, supplier records and relevant exports. |
| Funding trail | The source references for contributions, financing and transfers. |
| Open decisions | Questions, responsible person and the next action. |
| Handoff | The report or milestone the records need to support. |
Use it to define work, not accounting treatment
The card organizes a conversation. It does not classify costs for tax purposes, replace a reconciliation or establish a property’s value. Your accountant should confirm the treatment of specific transactions.