Tuesday, April 27, 2021

Tracking Home Improvement

Tracking home improvement might sound dull and totally unnecessary.  But, I believe it is very useful, in many ways.

At our last house, I didn't bother to track what home improvement projects we completed. When we went to sell the house, the agent wanted us to provide prospective buyers a list of what was done and when we completed the projects.  I had to scour through notes, QuickBooks, and emails to try and put this list together. It was a pain. I am sure I missed items.

I decided that at our new house, I would definitely keep a list. I didn't want to be caught off guard again - if/when we go to sell the house.

What do I track?  Pretty much anything above and beyond normal daily house maintenance. 


For example, my list includes:
  • Remodeling projects
  • Painting projects
  • Window replacements
  • Tree removals and plantings
  • Flooring replacement
  • Water heater replacement
  • Landscape renewal
  • Ventless fireplace install
  • Insulation added to attic
There are more items on my list, but this gives you the idea. 

I track the items by location, item, and year.  This allows me to be able to sort my list in various ways.  
  • I can see what all has been done for a certain areas of the house.  
  • I can tell what I might need to do in upcoming years. 
    • For instance, if I haven't painted the hallways in a decade, it might be time to start thinking about that project and budgeting for a painter.  
  • It also really helps if I have to pull paperwork for a particular item. I can see the year and this helps me narrow down my search for warranty, invoice or user guide information.
I don't track when I change light bulbs or complete other minimal tasks, but most other items...I track.  After all - I can always delete unneeded items.  It is much harder to track down information years later - than add a line item to a spreadsheet at the time I complete the project.

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