Budget Builder
Annual Budget Builder
From spreadsheet chaos to board-adopted budget: with per-unit dues, reserve integration, and statute-tracked notice deadlines
Every association builds an annual budget. Most do it in Excel, miss the statutory notice deadline (Florida requires 14 days for condos under § 718.112(2)(e)), and discover the reserve contribution number only after the meeting, when it's too late to adjust the dues.
The Common Elements budget wizard is the missing workflow between your accountant's spreadsheet and your board meeting. It walks five steps: the association and its unit types, income, operating expenses against a numbered chart of accounts, reserve contributions by component, then a review showing the balanced budget and what each owner pays per month. Other income reduces the assessment, so the per-unit figure is what owners actually owe rather than the budget total divided by doors.
No account is needed to build a budget and export it to Excel or CSV. Signing in adds three things: the wizard opens filled in with what we already hold about your association, your progress saves across devices, and the finished budget can become a formal budget record with the reserve contribution pulled from your adopted reserve study and the statutory notice clock tracked.
Build the budget step by step
Five steps: the association and its unit types, income, operating expenses by GL account, reserve contributions, then a review that shows the balanced budget and what each owner pays per month. Your progress saves as you go, and it works on a phone.
A real chart of accounts
Numbered GL accounts an association accountant already recognises, filtered to what your association actually has on site.
Income, not just expenses
Interest, rentals, transfer fees and late fees reduce what owners are assessed. The per-unit figure accounts for them.
Board-ready export
An Excel workbook with the full schedule, the per-unit assessment by unit type, and a signature block for the adoption meeting.
No account needed to build and export a budget. Signing in fills in what we already hold about your association, saves across devices, and turns the result into a budget the board can formally adopt.
Statutes referenced
- F.S. § 718.112(2)(e): Condo budget notice requirement
- F.S. § 720.303(6): HOA budget adoption
- F.S. § 718.504: Special assessment authority
For reference only. Not legal advice. Confirm current statute text with counsel or via our statute reference library.