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Run the test on desktop and mobile, too. Viewing schedules and transaction updates often happen away from a desk, so a workflow that saves clicks in the office may create delays elsewhere. A simple scorecard could cover duplicate entry, missing fields at each handoff, listing-import errors...

Keeping the emergency portion separate makes sense, although I would hesitate to allocate the rest too precisely before the inspection. List the bills that are certain and when they fall due, then keep the remaining cash flexible rather than assigning it to guessed repair amounts. Also...