Free Financial Templates
Budget worksheets, reserve fund planners, and assessment calculators to manage your HOA's finances with confidence.
4 free templates available
XLSX
Popular
HOA Annual Budget Template
Comprehensive spreadsheet for planning your HOA's annual operating and reserve budgets with built-in formulas.
Includes:
- Operating budget worksheet with 15+ expense categories
- Reserve fund planning section with component tracking
- Monthly and annual view toggles
XLSX
Reserve Fund Planning Worksheet
Track reserve components, useful life, replacement costs, and calculate funding requirements.
Includes:
- Component inventory table with 20+ common HOA assets
- Useful life estimates for major components
- Current vs. target funding calculations
XLSX
HOA Assessment Calculator
Calculate fair monthly assessments based on unit size, ownership percentage, or equal share.
Includes:
- Three calculation methods (equal share, square footage, ownership %)
- Side-by-side comparison view
- Individual unit assessment breakdown
PDF
Popular
QuickBooks Best Practices for Property Managers
Essential guide for organizing QuickBooks Online when managing multiple HOA and condo communities.
Includes:
- Why each community needs a separate QBO company
- Legal and compliance requirements for HOA accounting
- Recommended chart of accounts for HOAs/condos