Tag Archives: Google Docs

Keeping Track of Home Upgrades and Repairs

An old photo of our new home, the original Davenport Estate, 1880

In 2010 we sold our three-bedroom condo and upgraded to a house. Though the condo was beautiful with amazing views of Mt. Hood, forests and the resident turkey vultures, we had simply outgrown it. It had been purchased in 2004 before the market took a dive, so despite the downturn we were able to sell it for a good price.

Choosing a new location was easy, driven by a desire to remain in my son’s school district. Where we ended up was just a mile up the street in the Southwest Hills/Portland Heights. Our new residence was built in 1886, one of the first homesteads in the neighborhood back then. In fact, the realtor left us a framed picture if the original house that had been hanging on the wall when we did an initial walk-through. It’s a cool piece of history. Thankfully, the house has been well maintained and upgraded, but as with any house there are still things to be done.

A number of upgrades were completed during the home buying process – new sewer line, safety upgrades, etc. – with the home inspector uncovering other repairs that should be resolved in the years ahead, e.g. roofing replacement. Using the inspector’s report, I decided to create a home repair/upgrade list in Google Docs.

I created a simple spreadsheet that included:

  • Date – estimated date of repair to easily sort by
  • Area – the area of the home that needs the repair, e.g. living room
  • Type – whether it’s a repair, replacement or upgrade
  • Repair – explanation of the repair
  • Cost – estimated cost
  • Notes – any additional notes

The list now includes several high priority projects that require attention in the next few years. It helped me see that the roof upgrade will be the most costly and most needed, and I’ve started a modest savings account for that, so it’s not a big hit (and so that we don’t have to use credit).

If you want to use something similar, here’s a blank sample home repair spreadsheet.

Tips:

  • I did my best to assign costs and timing to each repair/upgrade to help me sort by priority. This also helps me understand what kind of funds will be needed and when, so the saving can begin now.
  • Also included are other projects intended to help boost resale value, as well as some cosmetic upgrades.
  • When a project is completed, I move it to the “completed” section and indicate the year it was done plus key details that may prove useful. For example, we just had a new furnace installed so I added the make/model and info about its efficiency. That way, when we go to resell several years from now (to trade up for a place with land for horses) we’ll be able to share with our realtor a list of upgrades that should add to the house’s value.

Something to note: this spreadsheet does not include regular home maintenance tasks like cleaning gutters or re-caulking the bathroom. In a later post, I’ll explain how I track those.

Thoughts? Feedback? Suggestions? Leave a comment and let me know!

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A Checklist of Child Care Providers

My son and I after his samba drum performance for Ainsworth Elementary (2007)

With the birth of our daughter coming up quick in February 2012, I’m doing my best to get my life as organized as possible. This includes creating a list of potential child care providers in the Portland, Oregon, area. I figured it’s best to do this while I’m still fairly clear-headed and not under the added pressure of preparing to go back to work, as well as sleep deprivation.

Referrals are usually the best place to start, so I sent an email to local family and friends asking for recommendations. I’ve received all kinds of advice, from “nannies are the best” to “nannies are too expensive and can be shady,” with the same being said for child care centers. Most of what I’ve read echoes the same sentiment: it boils down to personal preference. I found the article called “5 Steps to Choosing Care” to be particularly helpful. In summary, it says:

  • Start Early (check!)
  • Make a Call
  • Visit and Ask Questions
  • Make a Choice
  • Stay Involved

To manage all the data I’m collecting, I created a list using a Google Spreadsheet – another one of my favorite digital list-making tools. The top row has the following subjects, some of which I pulled from the article “5 Steps” article above:

  • Tier (To easily rank and track favorites)
  • Name
  • Adult to Child Ratio (1:4 for infant)
  • Group Size
  • Caregiver Qualifications
  • Turnover
  • Accreditation
  • Rates
  • Location (General location, e.g. SW Portland, John’s Landing, etc.)
  • Address (Specific address)
  • Tours (When tours take place, if listed)
  • Likes/Dislikes (To be filled out once we visit)
  • URL

The second sheet is a list of resources with name and URL. I tried to keep this one simple to avoid drowning in data. So far it includes:

There are eight providers on the list so far, with two rising to the top based on my initial assessment. The list will undoubtedly grow (and hopefully shrink), but now this gives Dylan and I a framework to make sound decisions. Aren’t lists grand?

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