HOA Budgeting & Reserve Tracking Suite
Model operating assessments, collection delinquency, and 10-year reserve component schedules with printable board reports.
Balance your neighborhood operating budget and protect your community from surprise special assessments. Track unit assessments, delinquency, operating line items, and 10-year reserve fund health.
Assessment & Revenue
Monthly Reserve Contribution$2500/mo
Amount automatically transferred from operating checking to the reserve fund each month.
Annual Operating Expenses
Total: $120,000/yrMonthly Cost Per Door Breakdown
Save Your Work
Keep your progress permanently in your free OrgSets Digital Vault.
Frequently Asked Questions
How does this HOA budgeting tool calculate the per-door assessment?
The tool divides your total annual operating expenditures and reserve fund transfers by the total number of doors/units across 12 months, factoring in your collection rate to reveal your true break-even dues per home.
Why is tracking 10-year reserve cash flow critical for HOA boards?
Reserve studies require ongoing tracking because major capital expenditures (roofing, asphalt paving, pool re-plastering) occur in waves. Modeling 10-year cash flow prevents catastrophic reserve depletion and avoids surprise special assessments.
Can I export or print an official financial disclosure for our annual homeowner meeting?
Yes. The tool formats an official one-page Annual Assessment Notice and Reserve Disclosure suitable for board approval signatures, member mailings, and closing disclosure packages.
Bring Your Entire HOA Board Together.
Stop operating in silos. OrgSets provides a unified workspace where your board and homeowners can easily collaborate, track dues, and stay compliant.
- Automate homeowner assessment billing and Stripe collections.
- Store bylaws, meeting minutes, and architectural requests in the compliance vault.
- Keep your entire association transparent and organized.