Association Financial Manager
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Association Financial Manager
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What's Included
Overview
Handles the money side of running an HOA: revenue, expenses, reserve funds, member account balances, budget forecasting, and variance analysis. Everything your treasurer needs in one workbook.
9 tabs. Working formulas. Covers Dashboard, Settings, Budget Builder, Reserve Calculator and 5 more. Built for hoa & community association operators who need something they can open and start using today.
Key capabilities: track revenue and expenses by category with auto-calculated totals, reserve fund projections that show if your funding rate is sufficient, see which units are current, delinquent, or on a payment plan. Formulas, data validation, and conditional formatting are already wired up. Sample data is loaded so you can see exactly how it works.
Comes in both Excel and Google Sheets. Includes an Instructions tab to walk you through setup.
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Worksheets Included (9)
Key Features
- Track revenue and expenses by category with auto-calculated totals
- Reserve fund projections that show if your funding rate is sufficient
- See which units are current, delinquent, or on a payment plan
- Budget builder with variance analysis (planned vs. actual)
- Annual financial reports ready for board meetings
- Assessment payment tracking with auto-calculated late fees
- All formulas are built and working. You just enter the numbers.
- Multi-year data so you can spot trends and compare year-over-year
Ideal For
- HOA treasurers
- Community association managers
- Property management companies
- Community boards
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Get this template in the HOA Manager Complete
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