HOA & Condo Budgeting
Governance Software for HOA BoardsKnow the Numbers—
Before You Vote
Multi-year budget projections that identify funding gaps and prevent surprise special assessments. Present with confidence. Govern with clarity.
Most HOA Boards Use Static Spreadsheets
This leads to preventable problems that damage community finances and trust.
Surprise Special Assessments
Static spreadsheets don't forecast. Homeowners get blindsided by emergency fees.
Underfunded Reserves
Without multi-year projections, reserve funds fall short when repairs are needed.
Loss of Board Credibility
Poor financial planning erodes trust. Boards struggle to justify decisions.
Everything You Need to Forecast with Confidence
Purpose-built for HOA boards—no accountant needed.
Simple View
3 sliders for quick "what-if" scenarios: dues increase %, expense inflation %, and projection period.
Multi-Year Projections
Forecast 3, 5, 10, or 20-year financial outlooks to plan with confidence.
Reserve Fund Analysis
Straight-line reserve calculations with automatic funding gap detection.
Budget Scenarios
Save multiple budget drafts and compare them side-by-side before finalizing.
Executive PDF Reports
Board-ready summaries designed for annual meetings and homeowner presentations.
5 Chart Types
Bar, line, area, pie, and reserve projection visualizations for every scenario.
Built for Board Members, Not Accountants
Whether you're managing your own community or serving multiple clients, HOA Budget Pro makes financial forecasting accessible.
Self-Managed HOAs
No accountant needed. Board members can create professional forecasts on their own.
Board Members & Treasurers
Present budget scenarios with confidence. Build credibility with data-driven decisions.
Small Management Companies
Serve more clients efficiently. Deliver executive-level reporting without the overhead.
The Other Half of HOA Operations
AssocRecords powers your community website—documents, calendars, and member portals in one place.
Document Library
CC&Rs, minutes, financial reports
Member Portal
Directory and secure login
Event Calendar
Meetings and community events
Support Tickets
Resident request tracking
