Budgets, dues tracking, reserve planning, and board-ready reports in one Excel / Google Sheets workbook. Built for volunteer treasurers. No accounting degree required.
One-time payment. Instant download · Works with Excel & Google Sheets · Free updates · 14-day money-back guarantee. Secure checkout via Gumroad.
Four connected tools that share the same numbers — so your budget, your dues ledger, and your board report always agree with each other.
Line-item budget with prior-year actuals side by side, automatic totals, and a monthly assessment calculator that shows exactly what each homeowner needs to pay.
Member roster, payment log, aging report, and late-fee calculator. See at a glance who is current, who is late, and how much is outstanding.
Component inventory with useful life, remaining life, and replacement cost. Calculates the annual reserve contribution your community should be making.
A one-page monthly treasurer's report: income vs. budget, balance summary, and variance highlights — ready to hand out at the board meeting.
A volunteer treasurer or board member of a self-managed HOA or small condo association — typically under ~200 units — who wants clean books, defensible budgets, and reports the board actually understands. No accounting background assumed.
Your community is large and professionally managed with full-time accounting staff and dedicated HOA software. This toolkit is built for the hands-on volunteer, not the enterprise back office.
Join the volunteer treasurers who replaced scattered spreadsheets and year-end panic with one organized workbook.
Get the HOA Treasurer ToolkitSecure checkout via Gumroad · Instant download · 14-day money-back guarantee · Free updates
No. The toolkit was designed for volunteers. Every sheet includes plain-English instructions, and formulas are pre-built — you enter your community's numbers and the workbook does the math.
Both. The toolkit is an .xlsx workbook that opens in Microsoft Excel and imports cleanly into Google Sheets, so your board can collaborate however it prefers.
In your spreadsheet, on your computer. There is no cloud account, no subscription, and no data sent anywhere. You keep full control of sensitive financial records.
Self-managed HOAs and small condo associations, typically up to around 200 units. Larger, professionally managed communities usually need dedicated HOA accounting software.
Every purchase comes with a 14-day money-back guarantee. If the toolkit isn't a fit, contact us for a full refund — no questions asked.
Yes. Buyers receive free updates to the workbook as we improve it based on treasurer feedback.
No. The toolkit is an organizational and planning tool. HOA law varies by state — always consult a CPA or HOA attorney for tax, legal, and compliance questions.
Practical guides for volunteer HOA treasurers — no email signup required.
Monthly, quarterly, and annual responsibilities every volunteer treasurer should have on their radar.
A step-by-step walkthrough: from last year's actuals to a board-approved budget and assessment amount.
What reserves are, why underfunding is the #1 HOA financial risk, and how to start planning with a spreadsheet.
Put these guides into practice with the pre-built workbook: budget builder, dues tracker, reserve planner, and board reports.