Free resources.
Guides and templates for boards and owners. Read them here or download them. No sign-up.
For boards and owners
Who's responsible? A sample HOA responsibility guide
A sample guide to who takes care of what in a condo association, and whose insurance pays when something is damaged.
Read online · PDF and Excel
For self-managed boards and treasurers
HOA budget builder
An Excel workbook for self-managed boards and treasurers: operating budget, reserve contribution, required dues per door and a one-page summary for the owner budget packet.
Read online · Excel
For rental owners
Rental property expenses: what you can deduct and where it goes on Schedule E
Where each rental expense goes on Schedule E, plus a free tracker that totals it for your tax preparer.
Read online · Excel
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