HOA Annual Budget Template
Comprehensive spreadsheet for planning your HOA's annual operating and reserve budgets with built-in formulas.
About This Template
Creating an accurate annual budget is one of the most critical responsibilities for any HOA board. This comprehensive Excel template simplifies the budgeting process by providing a structured framework for both operating expenses and reserve fund contributions.
The template includes pre-built categories for common HOA expenses like landscaping, insurance, utilities, and administrative costs. Built-in formulas automatically calculate totals, variances, and per-unit assessments, reducing manual errors and saving hours of work.
Whether you're a self-managed community or working with a management company, this budget template provides the financial clarity your board needs to make informed decisions and maintain fiscal responsibility to your homeowners.
What's Included
- Operating budget worksheet with 15+ expense categories
- Reserve fund planning section with component tracking
- Monthly and annual view toggles
- Automatic variance calculations (budget vs. actual)
- Per-unit assessment calculator
- Year-over-year comparison columns
- Print-ready formatting for board presentations
How to Use This Template
- 1Download and open in Microsoft Excel or Google Sheets
- 2Enter your community's income sources (assessments, fees, interest)
- 3Fill in each expense category with projected amounts
- 4Review the automatic calculations for total budget and per-unit costs
- 5Adjust line items until your budget balances
- 6Present to the board for approval
- 7Update monthly with actual expenses to track variances
Who Should Use This
- HOA treasurers preparing annual budgets
- Self-managed community boards
- Property managers creating budget proposals
- Board members reviewing financial plans
- Condo associations of any size
Frequently Asked Questions
Yes, this template works for HOAs, condominiums, co-ops, and townhome communities. The expense categories are customizable to fit your specific community type.
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