Budgets & Reports

40+ Reports and Budget Tools at Your Fingertips

Build comprehensive annual budgets, monitor budget vs. actual performance in real-time, and generate professional financial reports. Export to PDF, Excel, or email directly to your board—all with one click.

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Budget Builder

Build Your Annual Budget in Minutes, Not Days

Create comprehensive annual budgets with line-item control, one-click prior-year copy, and automatic variance tracking — all without a spreadsheet.

  • Create annual budgets with detailed line items
  • Copy from prior year and adjust amounts
  • Track variances automatically
  • Set variance thresholds and alerts
  • Approve and finalize budgets
Budget Builder — FY 2026
Operating Budget Line Items
Maintenance & Repairs$45,000
Landscaping$32,000
Insurance$18,500
Utilities$12,000
Total Budget$107,500
Budget vs. Actual — Q1 2026
Variance by Category
Maintenance
Budget: $45K · Actual: $42K
93%
Landscaping
Budget: $32K · Actual: $32K
100%
Utilities
Budget: $12K · Actual: $13.4K
112%
Insurance
Budget: $18.5K · Actual: $18.5K
100%
Budget vs. Actual

Spot Overspending Before It Becomes a Problem

Monitor spending performance with side-by-side comparisons and color-coded variance indicators. Green means favorable, red means you need to act.

  • Side-by-side budget vs. actual comparison
  • Color-coded variance display (green favorable, red unfavorable)
  • Drill-down to transaction level
  • Variance analysis and alerts
  • Monthly, quarterly, and annual views
Financial Reports

40+ Board-Ready Reports, One Click Away

Access a comprehensive library of professional financial reports with one-click generation, custom date ranges, and instant export to PDF or Excel.

  • Balance Sheet report
  • Profit & Loss statement
  • General Ledger by account
  • Transaction Detail with filtering
  • Accounts Receivable Aging
  • Delinquency and Check Register
Balance Sheet — As of Apr 12, 2026
Assets
Checking Account$125,340
Reserve Fund$892,450
Money Market$45,000
Total Assets$1,062,790
Liabilities
Accounts Payable($34,200)
Prepaid Assessments($8,750)
Custom Report Builder
Select Report Metrics
Revenue by Category
Operating Costs
Reserve Fund Status
Capital Projects
Delinquency Aging
Save as Template →
Custom Reports

Reports Built Exactly the Way Your Board Needs Them

Build reports from scratch, pick only the metrics that matter, save templates for monthly reuse, and schedule automatic delivery directly to board members.

  • Build custom reports from scratch
  • Select metrics and dimensions
  • Save report templates for reuse
  • Schedule auto-delivery to board members
  • Monthly, quarterly, or annual schedules
Export & Sharing

One Click to Share Financial Clarity with Your Board

Share financial insights with stakeholders instantly through PDF, Excel, or automated email delivery — including scheduled board packet bundles.

  • Export reports as PDF or Excel
  • Email reports directly to board members
  • Schedule recurring email delivery
  • Generate board packet bundles
  • Automated reminders and delivery tracking
Board Packet — April 2026
Scheduled Delivery
Balance Sheet
Monthly · 1st
PDF
P&L Statement
Monthly · 1st
PDF
Delinquency Report
Weekly · Mon
Excel
Check Register
On Demand
PDF
Delivered to: board@oakhoa.comActive ✓

Frequently Asked Questions

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