HOA budgets and reports, ready at any time.
Draft next year’s budget, track progress versus actuals throughout the year, and bundle the reports your board needs into one PDF packet. Run any of 40+ reports for a month, your fiscal year, or any dates you choose.
- From $49/mo, every feature included
- No credit card required
- Free data import
- Cancel anytime
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The Reports page in PayHOA for Maple Ridge HOA, on the Report Packets tab. The treasurer runs the Monthly Board Meeting packet for September 2026. Its six reports, including the balance sheet, budget vs. actual and delinquent accounts, are generated into one PDF with a cover page, and the treasurer emails the packet to the board.
What’s included
The numbers your board asks for, without rebuilding them every month.
40+ reports, as PDF or CSV
Balance sheet, general ledger, profit and loss, budget vs. actual, delinquencies and more, for any date range.
Report packets for the board
Bundle the reports you use into one PDF with your logo and a cover page that lists what’s inside.
Cash or accrual statements
Financial statements follow the accounting method your association uses.
Budgets that carry forward
Copy this year’s budget or its actual spending into next year, then adjust the lines that change.
Start next year’s budget with a head start
Use this year’s budget or actual spending as your starting point. Adjust only what’s changing, and publish it once the board approves.
Know where the budget stands, any day of the year
See budget vs. actual for income and expenses on one page. Anything running over budget stands out, so you know where to look before the next meeting.
40+ reports, easy to find
Reports are organized by topic, so the one you need is always a click away. Save your favorites, or build a custom report when the board asks for something new.
Export reports as a PDF or CSV
Save any report or budget as a PDF for the board or a CSV for your spreadsheet, for whatever dates you need.
Gable in Budgets & Reports
Gable, your community’s AI assistant, helps you stay on top of the association’s finances. Ask how the year is going, or have it draft next year’s budget for your review.
See what Gable does- Answers
“Analyze our year-to-date finances and compare them to industry benchmarks.”
- Tasks
“Use our 2026 actuals to build the 2027 budget. Include CPI increases and flag anything that doesn’t line up with best practices.”
- Customized
Runs your board-deck skill the same way each month, so the packets stay consistent.
Questions about HOA budgets and financial reporting
Something else on your mind? Our US-based team is happy to walk you through it.
Talk to our teamMore than 40, including the balance sheet, general ledger, profit and loss, budget summary, budget vs. actual, budget performance by month, aging, delinquent accounts, bank reconciliation and expenses by vendor. You can also build a custom report and save report packets for the board.
Yes, at any time. Compare budget and actual for the same dates or separate ranges, or see each month next to year-to-date.
No. Create next year’s draft by copying this year’s budget values or its actual spending, then adjust what changes.
Yes. Reports offer this or last month, this or last year, this or last fiscal year, and any custom dates. Budgets can be viewed by month or by quarter.
Yes. Save a report packet to a folder in your documents where owners can see it, email it from PayHOA, or upload the PDF to the Mail Room to mail printed copies to every home.
Yes. Give anyone read access to the reports, budgets or other parts of your account, or read-and-write access if they help run the books.
Yes. The Owner Directory report lists every unit with its owners and their addresses, and a custom report can pull any contact information you keep in PayHOA.
