THE HOUSE FILE  —  your home's complete record
A Connor with Honor system  ·  santaclaritaopenhouses.com  ·  661-888-4983

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WHY THIS MATTERS
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1. MONEY AT SALE. Every improvement you log raises your home's COST BASIS,
   which lowers the capital-gains tax you may owe when you sell. Good records
   can be worth thousands. (This is not tax advice, confirm with a CPA.)
2. WARRANTIES. Never lose a receipt or a warranty date again.
3. PEACE OF MIND. Know what's been done, when, and by whom.
4. IT TRANSFERS. Hand this file to your buyer and your home sells with a
   documented history. Buyers love it, and a well-kept home earns trust and price.

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SET IT UP IN 10 MINUTES
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1. Get a thumb drive (or a cloud folder). Label it: HOUSE FILE - [your address].
2. Create these folders inside it:
      /Receipts
      /Warranties-and-Manuals
      /Improvements  (before + after photos)
      /Permits-and-Inspections
      /Insurance
      /Paint-and-Finishes  (brand, color, room)
      /Appliances  (model + serial numbers)
3. Put home-record-log.csv (from this kit) in the root. Open it in Excel or
   Google Sheets.
4. THE HABIT: anything you do to the house, a repair, an upgrade, a service
   call, a new appliance, add ONE row to the log and drop the receipt in
   /Receipts. Put a sticky note on the fridge so you remember.

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WHAT COUNTS TOWARD COST BASIS (log these carefully)
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Additions, remodels, new roof, HVAC, windows, water heater, flooring,
landscaping and hardscape, solar, pool, new systems. Routine repairs usually
do NOT add to basis, but log them anyway for warranties and for your buyer.

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CAPTURE FOR EACH ITEM
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Date  ·  what it was  ·  who did it  ·  cost  ·  how you paid  ·  warranty
expiration  ·  whether it adds to basis  ·  the receipt file name.

Questions, or want Connor to help you set it up?
Connor T. MacIvor  ·  661-888-4983  ·  santaclaritaopenhouses.com