Financial Planning

Reserve StudyTracking Software

Track reserve components, monitor useful life projections, and ensure your HOA or condo meets funding requirements. No more spreadsheet chaos.

Why Reserve Studies Matter

Proper reserve planning protects property values and prevents special assessments.

70%+

of lenders require reserve studies for condo financing (Fannie Mae guidelines)

25 States

now require reserve studies or disclosures by law

$15K-50K

typical special assessment when reserves are underfunded

Complete Reserve Management

Everything you need to track, plan, and report on your reserve fund.

Component Inventory

Track every reserve component: roofs, elevators, pools, paving, HVAC systems, and more with detailed specifications.

Useful Life Tracking

Monitor remaining useful life for each component. Get alerts when items are approaching replacement age.

Cost Projections

Project future replacement costs with inflation adjustments. Never be surprised by a special assessment.

Funding Analysis

Compare funding methods: full funding, baseline, threshold. See the impact on monthly assessments.

Percent Funded Tracking

Monitor your reserve fund health. Know if you're at 30%, 70%, or 100% funded and plan accordingly.

Report Generation

Generate reserve study summaries for board meetings, lender questionnaires, and regulatory compliance.

Track Every Component

Comprehensive component tracking for all major building systems.

Roofing

Shingles, flat roof, gutters, flashing

Exterior

Paint, siding, stucco, balconies

Paving

Parking lots, sidewalks, driveways

Mechanical

Elevators, HVAC, boilers, pumps

Common Areas

Clubhouse, pool, fitness center

Safety Systems

Fire alarms, sprinklers, security

Learn More About Reserve Studies

Authoritative resources on reserve study best practices and requirements.

Start Tracking Your Reserves Today

Import your reserve study data or build from scratch. 30-day free trial.

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