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Products/Association Financial Manager
HOA & Community Association

Association Financial Manager

$29.99

One-time purchase · Instant download · Both formats included

AI pre-fill available

Included

Upload your old spreadsheet, PDF, or website — we'll pre-fill Association Financial Manager with your data in about 2 minutes. No manual re-entry.

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Works with

Microsoft ExcelGoogle SheetsMac + WindowsiPad + ChromebookNo subscription required

Secure checkoutInstant delivery30-day refund

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Scroll through tabs at the bottom to explore all worksheets.

Save with a Bundle

This template is included in these bundles. Get more templates and save:

HOA Manager Complete

4 templates included

$49.99
$74.96
-33%

All Spreadsheets Bundle

91 templates included

$79.99
$1927.09
-96%

What's Included

9 tabs, formulas pre-wired
Sample data plus a blank version
Conditional formatting and dropdowns set up
Works in Excel and Google Sheets

Overview

The treasurer's command center for HOA and condo association finances. Dues tracker with 30 / 60 / 90 day aging, monthly P&L versus budget, a reserve calculator that does the component-level math (remaining useful life × replacement cost, by component), and a special assessment modeler for the projects your reserve fund will not cover. Built around the standard CAM chart of accounts (40-4010 owner assessments, 60-6010 repairs and maintenance, etc.) — not generic line items that don't map to anyone's books.

9 tabs. Working formulas. Sample data you can delete. Covers Settings, Dashboard, Dues Tracker, Budget Builder and 5 more.

Built for hoa treasurers and community association managers. track revenue and expenses by category with auto-calculated totals, reserve fund projections that show if your funding rate is sufficient, and see which units are current, delinquent, or on a payment plan are wired up out of the box. Excel and Google Sheets, both included.

Worksheets Included (9)

Settings
Dashboard
Dues Tracker
Budget Builder
Reserve Calculator
Monthly Reports
Cash Flow Projector
Special Assessment
Instructions

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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Common Questions

Does this work in Excel AND Google Sheets?
Yes. Every spreadsheet ships in two formats: a native .xlsx file (Excel 2016+) and a Google Sheets copy you can open in your browser. Formulas, formatting, and validation work identically in both. Pick whichever your team uses.
Will the formulas break if I add my own rows?
No. Formulas use structured references and dynamic ranges where it matters, so inserting rows mid-table extends the calculations automatically. The Instructions tab in each workbook explains which rows are formula-driven vs. your input.
Is there a password on the file?
Yes. The workbook is lightly sheet-protected to prevent accidental formula overwrites. The password is included in the Setup Guide PDF that ships with every purchase. You're free to unprotect any sheet once you're in.
What's 'AI pre-fill' and how does it work here?
Upload your old spreadsheet, a PDF, or a business URL after purchase. We extract your real data and pre-fill Association Financial Manager so you can start working in about 2 minutes instead of copying cells from a legacy file. See how it works.
What if I need a refund?
30-day money-back guarantee, no questions asked. Email hello@fennecpress.com with your order number and we'll process the refund within a business day.
Can I re-download the file later?
Yes. Create a free account at fennecpress.com/account after purchase and your downloads stay accessible. A copy also lands in the confirmation email you received at checkout.
Can I use this for my business / my clients?
Yes. You own your copy outright and can customize it, share it with your team, and use it for as many internal or client-facing projects as you want. You can't resell the template itself, but any work product you create using the template is entirely yours.
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Get this template in the HOA Manager Complete

4 templates for $49.99, save 33%

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Templates are tools, not advice. Nothing here is legal, tax, financial, or professional advice. Run big decisions past a qualified professional. Full terms.