HOA budget builder
A free Excel workbook for self-managed boards and treasurers. Enter last year’s numbers and this year’s plan, and it works out the dues each home needs to pay. Real formulas, no macros.
What’s inside
- Start here: association name, fiscal year, number of homes, current dues and reserve balance
- Operating budget: each income and expense line with this year's budget, forecast and next year's proposal
- Reserves: your annual contribution, percent funded, and a component list that suggests a contribution
- Dues: the monthly dues per home the budget requires, rounded or set by the board, and the change from today
- Summary: one printable page for the owner budget packet
Shaded cells are for your numbers. Formula cells are locked so they can’t be typed over by accident; turn that off under Review > Unprotect Sheet (no password).
See your price in 30 seconds.
No sign-up needed. If it looks right, we'll prepare a proposal.