Board Finance Panel

Sample association. Every name and figure below is invented. Load your own data to replace it.

Your association's figures

Paste a JSON object with association, budget, actuals, monthsElapsed, asOf, charges, study, reserveBalance and onHand. Amounts are integer cents. Nothing is uploaded: the file is doing the arithmetic in your browser, and it stays on this machine.

Budget vs actual

AccountFundAnnual budget Expected to dateActual Variance%

Expected to date is the annual budget pro-rated over the months elapsed. Variance is actual minus expected, so a positive figure means more than expected: favorable for income, unfavorable for expense. The colouring says which, and nothing here judges whether a variance is acceptable.

Assessments receivable

UnitCurrent31 to 60 61 to 90Over 90 BalanceOldest

Only the unpaid remainder of each charge is aged, so a partial payment ages the balance and not the original invoice. A unit counts as delinquent once something is more than 30 days out. This states what the ledger says; it does not decide collection action.

Reserve funding

ComponentReplacement cost Remaining life

Annual disclosure