Free HOA Management Resources

Comprehensive spreadsheet for planning your HOA's annual operating and reserve budgets with built-in formulas.

Track reserve components, useful life, replacement costs, and calculate funding requirements.

Calculate fair monthly assessments based on unit size, ownership percentage, or equal share.

Professional agenda template with standard HOA board meeting sections and time allocations.

Record board meeting discussions, motions, votes, and action items in a professional format.

Step-by-step checklist for planning and executing your HOA's annual homeowner meeting.

Three-level violation notice templates: courtesy notice, formal warning, and fine notice.

Professional letter templates for architectural review committee decisions with condition clauses.

Customizable fine schedule for common HOA violations with escalation tiers.

Comprehensive welcome document covering rules, contacts, amenities, and community info.

Professional newsletter layout with sections for announcements, events, and community updates.

Everything a new HOA board member needs to know in their first 90 days.

Comprehensive checklist for year-end financial review, insurance renewals, and planning.

Score and compare vendors for landscaping, maintenance, and other HOA services.

Essential guide for organizing QuickBooks Online when managing multiple HOA and condo communities.

Comprehensive audit preparation checklist covering financial records, governance documents, and internal controls.

Complete guide to implementing vehicle registration and parking management in your condo, co-op, or HOA community.